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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 | $56,438 | $176,077-67.9% | $159,455-64.6% | $167,518-66.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.46% | 331.83%-313.4pp | 263.63%-245.2pp | 478.71%-460.2pp |
| Employer contribution / active EE | $9,167 | $5,298+73.0% | $4,830+89.8% | $4,838+89.5% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $448 | $12,556-96.4% | $10,800-95.9% | $12,312-96.4% |