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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 | $208,866 | $105,210+98.5% | $159,487+31.0% | $85,851+143.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 1326.38% | 45.08%+1281.3pp | 263.71%+1062.7pp | 318.63%+1007.7pp |
| Employer contribution / active EE | $27,211 | $3,319+719.8% | $4,831+463.2% | $2,565+960.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,578 | $6,934-62.8% | $10,804-76.1% | $6,261-58.8% |