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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 | $166,358 | $129,737+28.2% | $119,126+39.6% | $154,746+7.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 77.10% | 379.08%-302.0pp | 282.11%-205.0pp | 172.34%-95.2pp |
| Employer contribution / active EE | $2,812 | $4,375-35.7% | $4,034-30.3% | $4,379-35.8% |
| Participant deferral / active EE | $3,333 | $5,842-42.9% | $5,318-37.3% | $6,730-50.5% |
| Admin fee / account holder | $1,236 | $11,961-89.7% | $10,693-88.4% | $14,365-91.4% |