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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 | $144,754 | $202,342-28.5% | $172,752-16.2% | $152,897-5.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.76% | 1029.83%-1012.1pp | 802.97%-785.2pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,497 | $5,858-74.4% | $5,144-70.9% | $4,764-68.6% |
| Participant deferral / active EE | $6,533 | $5,948+9.8% | $5,198+25.7% | $5,851+11.7% |
| Admin fee / account holder | $1,289 | $17,111-92.5% | $13,955-90.8% | $11,599-88.9% |