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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 | $202,720 | $135,645+49.4% | $110,243+83.9% | $135,380+49.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.66% | 513.24%-505.6pp | 314.76%-307.1pp | 519.81%-512.1pp |
| Employer contribution / active EE | $6,017 | $4,907+22.6% | $3,827+57.2% | $4,779+25.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,345 | $11,458+7.7% | $8,548+44.4% | $10,828+14.0% |