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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 | $120,907 | $202,345-40.2% | $172,755-30.0% | $152,885-20.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.57% | 1029.77%-1014.2pp | 802.94%-787.4pp | 345.39%-329.8pp |
| Employer contribution / active EE | $3,209 | $5,858-45.2% | $5,144-37.6% | $4,763-32.6% |
| Participant deferral / active EE | $10,003 | $5,948+68.2% | $5,198+92.5% | $5,851+71.0% |
| Admin fee / account holder | $11,075 | $17,111-35.3% | $13,955-20.6% | $11,598-4.5% |