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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 | $65,723 | $202,342-67.5% | $172,752-62.0% | $152,897-57.0% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 20.39% | 1029.83%-1009.4pp | 802.97%-782.6pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,788 | $5,858-52.4% | $5,144-45.8% | $4,764-41.5% |
| Participant deferral / active EE | $6,892 | $5,948+15.9% | $5,198+32.6% | $5,851+17.8% |
| Admin fee / account holder | $1,090 | $17,111-93.6% | $13,955-92.2% | $11,599-90.6% |