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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 | $133,889 | $202,345-33.8% | $172,755-22.5% | $152,885-12.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 21.77% | 1029.77%-1008.0pp | 802.94%-781.2pp | 345.39%-323.6pp |
| Employer contribution / active EE | $6,905 | $5,858+17.9% | $5,144+34.2% | $4,763+45.0% |
| Participant deferral / active EE | $5,903 | $5,948-0.8% | $5,198+13.6% | $5,851+0.9% |
| Admin fee / account holder | $369 | $17,111-97.8% | $13,955-97.4% | $11,598-96.8% |