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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 | $246,054 | $160,059+53.7% | $140,019+75.7% | $135,379+81.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 11.26% | 911.44%-900.2pp | 651.15%-639.9pp | 519.79%-508.5pp |
| Employer contribution / active EE | $3,061 | $6,420-52.3% | $5,605-45.4% | $4,779-36.0% |
| Participant deferral / active EE | $10,626 | $7,641+39.1% | $6,927+53.4% | $5,609+89.4% |
| Admin fee / account holder | $1,271 | $13,328-90.5% | $10,705-88.1% | $10,828-88.3% |