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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,071 | $159,978-62.5% | $147,041-59.1% | $145,978-58.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 32.53% | 98.36%-65.8pp | 419.21%-386.7pp | 550.52%-518.0pp |
| Employer contribution / active EE | $7,293 | $5,288+37.9% | $4,935+47.8% | $4,662+56.4% |
| Participant deferral / active EE | $13,196 | $8,429+56.6% | $8,071+63.5% | $6,690+97.3% |
| Admin fee / account holder | $33,678 | $15,053+123.7% | $13,006+158.9% | $13,400+151.3% |