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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 | $205,980 | $202,345+1.8% | $172,755+19.2% | $152,885+34.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.38% | 1029.77%-1011.4pp | 802.94%-784.6pp | 345.39%-327.0pp |
| Employer contribution / active EE | $7,335 | $5,858+25.2% | $5,144+42.6% | $4,763+54.0% |
| Participant deferral / active EE | $7,673 | $5,948+29.0% | $5,198+47.6% | $5,851+31.1% |
| Admin fee / account holder | $839 | $17,111-95.1% | $13,955-94.0% | $11,598-92.8% |