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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 | $246,671 | $202,345+21.9% | $172,755+42.8% | $152,885+61.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.76% | 1029.77%-1008.0pp | 802.94%-781.2pp | 345.39%-323.6pp |
| Employer contribution / active EE | $6,819 | $5,858+16.4% | $5,144+32.6% | $4,763+43.2% |
| Participant deferral / active EE | $5,217 | $5,948-12.3% | $5,198+0.4% | $5,851-10.8% |
| Admin fee / account holder | $3,125 | $17,111-81.7% | $13,955-77.6% | $11,598-73.1% |