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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 | $216,963 | $168,635+28.7% | $147,617+47.0% | $125,389+73.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1207.00% | 77.65%+1129.4pp | 61.98%+1145.0pp | 282.24%+924.8pp |
| Employer contribution / active EE | $13,704 | $6,252+119.2% | $5,564+146.3% | $4,866+181.6% |
| Participant deferral / active EE | $7,667 | $5,507+39.2% | $4,895+56.6% | $5,352+43.3% |
| Admin fee / account holder | $2,771 | $13,580-79.6% | $11,612-76.1% | $9,541-71.0% |