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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 | $214,665 | $202,342+6.1% | $172,752+24.3% | $152,897+40.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.80% | 1029.83%-1011.0pp | 802.97%-784.2pp | 345.43%-326.6pp |
| Employer contribution / active EE | $2,206 | $5,858-62.3% | $5,144-57.1% | $4,764-53.7% |
| Participant deferral / active EE | $5,270 | $5,948-11.4% | $5,198+1.4% | $5,851-9.9% |
| Admin fee / account holder | $2,646 | $17,111-84.5% | $13,955-81.0% | $11,599-77.2% |