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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 | $230,669 | $209,847+9.9% | $189,520+21.7% | $167,518+37.7% |
| Participation rate | 89.5% | 88.7%+0.8pp | 87.8%+1.7pp | 82.1%+7.4pp |
| Annual return | 10.24% | 748.45%-738.2pp | 555.25%-545.0pp | 478.71%-468.5pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,240 | $8,934-30.2% | $8,220-24.1% | $6,342-1.6% |
| Admin fee / account holder | $8,979 | $14,295-37.2% | $12,046-25.5% | $12,312-27.1% |