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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 | $59,207 | $202,326-70.7% | $172,745-65.7% | $152,870-61.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.09% | 1029.72%-1009.6pp | 802.90%-782.8pp | 345.34%-325.3pp |
| Employer contribution / active EE | $2,673 | $5,858-54.4% | $5,144-48.0% | $4,763-43.9% |
| Participant deferral / active EE | $9,182 | $5,948+54.4% | $5,197+76.7% | $5,850+56.9% |
| Admin fee / account holder | $385 | $17,110-97.8% | $13,954-97.2% | $11,597-96.7% |