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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 | $120,173 | $202,342-40.6% | $172,753-30.4% | $152,909-21.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.20% | 1029.88%-1009.7pp | 803.00%-782.8pp | 345.46%-325.3pp |
| Employer contribution / active EE | $6,593 | $5,857+12.6% | $5,144+28.2% | $4,764+38.4% |
| Participant deferral / active EE | $2,242 | $5,948-62.3% | $5,198-56.9% | $5,851-61.7% |
| Admin fee / account holder | $5,758 | $17,112-66.4% | $13,956-58.7% | $11,601-50.4% |