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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 | $202,640 | $209,425-3.2% | $178,499+13.5% | $158,966+27.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.57% | 188.80%-182.2pp | 151.10%-144.5pp | 302.95%-296.4pp |
| Employer contribution / active EE | $14,630 | $5,707+156.3% | $5,011+191.9% | $4,762+207.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $23,650 | $17,078+38.5% | $13,986+69.1% | $11,250+110.2% |