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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 | $54,733 | $202,345-73.0% | $172,755-68.3% | $152,885-64.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.09% | 1029.77%-1005.7pp | 802.94%-778.8pp | 345.39%-321.3pp |
| Employer contribution / active EE | $2,590 | $5,858-55.8% | $5,144-49.6% | $4,763-45.6% |
| Participant deferral / active EE | $6,683 | $5,948+12.4% | $5,198+28.6% | $5,851+14.2% |
| Admin fee / account holder | $852 | $17,111-95.0% | $13,955-93.9% | $11,598-92.7% |