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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 | $102,432 | $202,342-49.4% | $172,752-40.7% | $152,897-33.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.40% | 1029.83%-1006.4pp | 802.97%-779.6pp | 345.43%-322.0pp |
| Employer contribution / active EE | $3,083 | $5,858-47.4% | $5,144-40.1% | $4,764-35.3% |
| Participant deferral / active EE | $9,857 | $5,948+65.7% | $5,198+89.6% | $5,851+68.5% |
| Admin fee / account holder | $1,208 | $17,111-92.9% | $13,955-91.3% | $11,599-89.6% |