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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 | $140,318 | $202,342-30.7% | $172,752-18.8% | $152,897-8.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 21.46% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $2,035 | $5,858-65.3% | $5,144-60.4% | $4,764-57.3% |
| Participant deferral / active EE | $3,680 | $5,948-38.1% | $5,198-29.2% | $5,851-37.1% |
| Admin fee / account holder | $586 | $17,111-96.6% | $13,955-95.8% | $11,599-94.9% |