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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 | $181,427 | $202,345-10.3% | $172,755+5.0% | $152,885+18.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 22.50% | 1029.77%-1007.3pp | 802.94%-780.4pp | 345.39%-322.9pp |
| Employer contribution / active EE | $2,536 | $5,858-56.7% | $5,144-50.7% | $4,763-46.8% |
| Participant deferral / active EE | $5,910 | $5,948-0.6% | $5,198+13.7% | $5,851+1.0% |
| Admin fee / account holder | $11,789 | $17,111-31.1% | $13,955-15.5% | $11,598+1.6% |