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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 | $155,377 | $202,342-23.2% | $172,752-10.1% | $152,897+1.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.64% | 1029.83%-1016.2pp | 802.97%-789.3pp | 345.43%-331.8pp |
| Employer contribution / active EE | $7,314 | $5,858+24.9% | $5,144+42.2% | $4,764+53.5% |
| Participant deferral / active EE | $4,314 | $5,948-27.5% | $5,198-17.0% | $5,851-26.3% |
| Admin fee / account holder | $2,313 | $17,111-86.5% | $13,955-83.4% | $11,599-80.1% |