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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 | $66,268 | $202,342-67.2% | $172,753-61.6% | $152,909-56.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.91% | 1029.88%-1016.0pp | 803.00%-789.1pp | 345.46%-331.6pp |
| Employer contribution / active EE | $1,389 | $5,857-76.3% | $5,144-73.0% | $4,764-70.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,513 | $17,112-85.3% | $13,956-82.0% | $11,601-78.3% |