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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 | $191,076 | $202,342-5.6% | $172,753+10.6% | $152,909+25.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.58% | 1029.88%-1006.3pp | 803.00%-779.4pp | 345.46%-321.9pp |
| Employer contribution / active EE | $6,490 | $5,857+10.8% | $5,144+26.2% | $4,764+36.2% |
| Participant deferral / active EE | $4,550 | $5,948-23.5% | $5,198-12.5% | $5,851-22.2% |
| Admin fee / account holder | $2,802 | $17,112-83.6% | $13,956-79.9% | $11,601-75.8% |