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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 | $123,691 | $209,888-41.1% | $189,545-34.7% | $167,553-26.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.68% | 748.66%-730.0pp | 555.36%-536.7pp | 478.89%-460.2pp |
| Employer contribution / active EE | $8,548 | $6,915+23.6% | $6,162+38.7% | $4,840+76.6% |
| Participant deferral / active EE | $6,270 | $8,934-29.8% | $8,220-23.7% | $6,343-1.1% |
| Admin fee / account holder | $798 | $14,300-94.4% | $12,049-93.4% | $12,316-93.5% |