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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 | $177,641 | $202,342-12.2% | $172,752+2.8% | $152,897+16.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.06% | 1029.83%-1015.8pp | 802.97%-788.9pp | 345.43%-331.4pp |
| Employer contribution / active EE | $8,722 | $5,858+48.9% | $5,144+69.6% | $4,764+83.1% |
| Participant deferral / active EE | $6,707 | $5,948+12.8% | $5,198+29.0% | $5,851+14.6% |
| Admin fee / account holder | $1,504 | $17,111-91.2% | $13,955-89.2% | $11,599-87.0% |