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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 | $156,136 | $202,342-22.8% | $172,752-9.6% | $152,897+2.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.38% | 1029.83%-1007.4pp | 802.97%-780.6pp | 345.43%-323.0pp |
| Employer contribution / active EE | $10,526 | $5,858+79.7% | $5,144+104.6% | $4,764+121.0% |
| Participant deferral / active EE | $7,792 | $5,948+31.0% | $5,198+49.9% | $5,851+33.2% |
| Admin fee / account holder | $1,415 | $17,111-91.7% | $13,955-89.9% | $11,599-87.8% |