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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 | $145,780 | $88,754+64.3% | $81,820+78.2% | $145,877-0.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.53% | 1031.77%-1011.2pp | 777.93%-757.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $8,325 | $3,085+169.8% | $2,915+185.6% | $4,663+78.5% |
| Participant deferral / active EE | $3,214 | $4,648-30.8% | $4,323-25.6% | $6,691-52.0% |
| Admin fee / account holder | $1,062 | $8,424-87.4% | $7,391-85.6% | $13,402-92.1% |