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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 | $57,716 | $202,342-71.5% | $172,752-66.6% | $152,897-62.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.91% | 1029.83%-1007.9pp | 802.97%-781.1pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,320 | $5,858-60.4% | $5,144-54.9% | $4,764-51.3% |
| Participant deferral / active EE | $6,900 | $5,948+16.0% | $5,198+32.7% | $5,851+17.9% |
| Admin fee / account holder | $501 | $17,111-97.1% | $13,955-96.4% | $11,599-95.7% |