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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 | $85,329 | $148,582-42.6% | $135,942-37.2% | $139,456-38.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 303.00% | 79.26%+223.7pp | 68.28%+234.7pp | 373.45%-70.4pp |
| Employer contribution / active EE | $7,563 | $5,245+44.2% | $4,858+55.7% | $4,753+59.1% |
| Participant deferral / active EE | $19,482 | $8,101+140.5% | $7,759+151.1% | $6,711+190.3% |
| Admin fee / account holder | $1,026 | $12,402-91.7% | $10,764-90.5% | $11,407-91.0% |