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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 | $156,428 | $202,345-22.7% | $172,755-9.5% | $152,885+2.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.12% | 1029.77%-1008.7pp | 802.94%-781.8pp | 345.39%-324.3pp |
| Employer contribution / active EE | $5,861 | $5,8580% | $5,144+13.9% | $4,763+23.0% |
| Participant deferral / active EE | $4,417 | $5,948-25.7% | $5,198-15.0% | $5,851-24.5% |
| Admin fee / account holder | $2,165 | $17,111-87.3% | $13,955-84.5% | $11,598-81.3% |