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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 | $161,366 | $202,342-20.3% | $172,752-6.6% | $152,897+5.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 17.13% | 1029.83%-1012.7pp | 802.97%-785.8pp | 345.43%-328.3pp |
| Employer contribution / active EE | $8,563 | $5,858+46.2% | $5,144+66.5% | $4,764+79.8% |
| Participant deferral / active EE | $3,982 | $5,948-33.1% | $5,198-23.4% | $5,851-31.9% |
| Admin fee / account holder | $6,761 | $17,111-60.5% | $13,955-51.6% | $11,599-41.7% |