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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 | $172,523 | $160,059+7.8% | $140,019+23.2% | $135,379+27.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.79% | 911.44%-912.2pp | 651.15%-651.9pp | 519.79%-520.6pp |
| Employer contribution / active EE | $2,008 | $6,420-68.7% | $5,605-64.2% | $4,779-58.0% |
| Participant deferral / active EE | $9,494 | $7,641+24.3% | $6,927+37.1% | $5,609+69.3% |
| Admin fee / account holder | $662 | $13,328-95.0% | $10,705-93.8% | $10,828-93.9% |