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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 | $114,162 | $202,342-43.6% | $172,752-33.9% | $152,897-25.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.62% | 1029.83%-1014.2pp | 802.97%-787.3pp | 345.43%-329.8pp |
| Employer contribution / active EE | $9,448 | $5,858+61.3% | $5,144+83.7% | $4,764+98.3% |
| Participant deferral / active EE | $7,813 | $5,948+31.3% | $5,198+50.3% | $5,851+33.5% |
| Admin fee / account holder | $981 | $17,111-94.3% | $13,955-93.0% | $11,599-91.5% |