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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 | $163,927 | $73,421+123.3% | $66,439+146.7% | $155,188+5.6% |
| Participation rate | 75.0% | 79.7%-4.7pp | 74.5%+0.5pp | 80.8%-5.8pp |
| Annual return | 19.67% | 1382.37%-1362.7pp | 757.66%-738.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $4,387 | $3,039+44.4% | $2,637+66.4% | $4,248+3.3% |
| Participant deferral / active EE | $10,024 | $4,680+114.2% | $3,876+158.6% | $6,531+53.5% |
| Admin fee / account holder | $531 | $8,856-94.0% | $6,173-91.4% | $14,480-96.3% |