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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 | $78,363 | $202,342-61.3% | $172,752-54.6% | $152,897-48.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.86% | 1029.83%-1008.0pp | 802.97%-781.1pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,087 | $5,858-64.4% | $5,144-59.4% | $4,764-56.2% |
| Participant deferral / active EE | $8,751 | $5,948+47.1% | $5,198+68.4% | $5,851+49.6% |
| Admin fee / account holder | $4,849 | $17,111-71.7% | $13,955-65.3% | $11,599-58.2% |