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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 | $53,212 | $171,867-69.0% | $149,716-64.5% | $147,585-63.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 36.53% | 2113.36%-2076.8pp | 1501.67%-1465.1pp | 578.58%-542.1pp |
| Employer contribution / active EE | $6,900 | $6,275+10.0% | $5,444+26.7% | $4,876+41.5% |
| Participant deferral / active EE | $11,860 | $7,270+63.1% | $6,568+80.6% | $5,439+118.1% |
| Admin fee / account holder | $5,221 | $13,799-62.2% | $11,282-53.7% | $10,886-52.0% |