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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 | $174,963 | $202,345-13.5% | $172,755+1.3% | $152,885+14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.42% | 1029.77%-1006.4pp | 802.94%-779.5pp | 345.39%-322.0pp |
| Employer contribution / active EE | $6,857 | $5,858+17.1% | $5,144+33.3% | $4,763+44.0% |
| Participant deferral / active EE | $6,694 | $5,948+12.5% | $5,198+28.8% | $5,851+14.4% |
| Admin fee / account holder | $1,099 | $17,111-93.6% | $13,955-92.1% | $11,598-90.5% |