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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 | $171,871 | $175,231-1.9% | $149,696+14.8% | $139,466+23.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.73% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $9,852 | $5,478+79.9% | $4,821+104.4% | $4,754+107.2% |
| Participant deferral / active EE | $8,750 | $6,521+34.2% | $5,682+54.0% | $6,712+30.4% |
| Admin fee / account holder | $2,100 | $16,155-87.0% | $13,212-84.1% | $11,409-81.6% |