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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 | $111,938 | $171,492-34.7% | $150,734-25.7% | $198,609-43.6% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 10.40% | 804.70%-794.3pp | 600.81%-590.4pp | 202.70%-192.3pp |
| Employer contribution / active EE | $6,250 | $5,470+14.3% | $4,918+27.1% | $5,055+23.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,254 | $17,628-41.8% | $14,905-31.2% | $19,030-46.1% |