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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 | $148,825 | $171,867-13.4% | $149,716-0.6% | $147,585+0.8% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 18.08% | 2113.36%-2095.3pp | 1501.67%-1483.6pp | 578.58%-560.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,056 | $7,270+79.6% | $6,568+98.8% | $5,439+140.0% |
| Admin fee / account holder | $11,694 | $13,799-15.3% | $11,282+3.7% | $10,886+7.4% |