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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 | $82,650 | $176,688-53.2% | $130,660-36.7% | $152,909-45.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 25.92% | 2693.08%-2667.2pp | 1709.29%-1683.4pp | 345.46%-319.5pp |
| Employer contribution / active EE | $3,337 | $5,743-41.9% | $4,092-18.5% | $4,764-30.0% |
| Participant deferral / active EE | $8,302 | $4,362+90.3% | $3,603+130.4% | $5,851+41.9% |
| Admin fee / account holder | $464 | $7,131-93.5% | $5,463-91.5% | $11,601-96.0% |