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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 | $43,289 | $202,342-78.6% | $172,752-74.9% | $152,897-71.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.88% | 1029.83%-1013.9pp | 802.97%-787.1pp | 345.43%-329.5pp |
| Employer contribution / active EE | $2,998 | $5,858-48.8% | $5,144-41.7% | $4,764-37.1% |
| Participant deferral / active EE | $6,671 | $5,948+12.1% | $5,198+28.3% | $5,851+14.0% |
| Admin fee / account holder | $1,093 | $17,111-93.6% | $13,955-92.2% | $11,599-90.6% |