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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 | $79,777 | $72,273+10.4% | $101,275-21.2% | $79,856-0.1% |
| Participation rate | 94.4% | 68.5%+26.0pp | 75.8%+18.6pp | 69.6%+24.8pp |
| Annual return | 899.45% | 22.30%+877.2pp | 46.48%+853.0pp | 31.71%+867.7pp |
| Employer contribution / active EE | $4,266 | $2,691+58.5% | $3,660+16.6% | $2,471+72.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $566 | $4,401-87.1% | $5,948-90.5% | $5,306-89.3% |