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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 | $159,510 | $202,345-21.2% | $172,755-7.7% | $152,885+4.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.22% | 1029.77%-1016.5pp | 802.94%-789.7pp | 345.39%-332.2pp |
| Employer contribution / active EE | $1,740 | $5,858-70.3% | $5,144-66.2% | $4,763-63.5% |
| Participant deferral / active EE | $8,800 | $5,948+47.9% | $5,198+69.3% | $5,851+50.4% |
| Admin fee / account holder | $1,000 | $17,111-94.2% | $13,955-92.8% | $11,598-91.4% |