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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 | $150,291 | $202,342-25.7% | $172,752-13.0% | $152,897-1.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.93% | 1029.83%-1013.9pp | 802.97%-787.0pp | 345.43%-329.5pp |
| Employer contribution / active EE | $1,996 | $5,858-65.9% | $5,144-61.2% | $4,764-58.1% |
| Participant deferral / active EE | $4,310 | $5,948-27.5% | $5,198-17.1% | $5,851-26.3% |
| Admin fee / account holder | $1,429 | $17,111-91.7% | $13,955-89.8% | $11,599-87.7% |