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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 | $62,430 | $159,934-61.0% | $147,005-57.5% | $145,959-57.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.22% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $6,007 | $5,287+13.6% | $4,934+21.7% | $4,661+28.9% |
| Participant deferral / active EE | $6,580 | $8,427-21.9% | $8,070-18.5% | $6,689-1.6% |
| Admin fee / account holder | $1,800 | $15,053-88.0% | $13,006-86.2% | $13,398-86.6% |