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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 | $40,214 | $160,040-74.9% | $147,096-72.7% | $145,877-72.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 1907.60% | 98.49%+1809.1pp | 419.75%+1487.8pp | 551.28%+1356.3pp |
| Employer contribution / active EE | $1,094 | $5,289-79.3% | $4,936-77.8% | $4,663-76.5% |
| Participant deferral / active EE | $6,121 | $8,429-27.4% | $8,071-24.2% | $6,691-8.5% |
| Admin fee / account holder | $576 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |