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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 | $182,950 | $209,888-12.8% | $189,545-3.5% | $167,553+9.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.26% | 748.66%-736.4pp | 555.36%-543.1pp | 478.89%-466.6pp |
| Employer contribution / active EE | $5,056 | $6,915-26.9% | $6,162-18.0% | $4,840+4.5% |
| Participant deferral / active EE | $11,133 | $8,934+24.6% | $8,220+35.4% | $6,343+75.5% |
| Admin fee / account holder | $756 | $14,300-94.7% | $12,049-93.7% | $12,316-93.9% |