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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 | $182,976 | $202,342-9.6% | $172,752+5.9% | $152,897+19.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 43.15% | 1029.83%-986.7pp | 802.97%-759.8pp | 345.43%-302.3pp |
| Employer contribution / active EE | $1,705 | $5,858-70.9% | $5,144-66.9% | $4,764-64.2% |
| Participant deferral / active EE | $3,210 | $5,948-46.0% | $5,198-38.3% | $5,851-45.1% |
| Admin fee / account holder | $1,756 | $17,111-89.7% | $13,955-87.4% | $11,599-84.9% |