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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 | $127,630 | $171,867-25.7% | $149,721-14.8% | $147,586-13.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 15.87% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $6,000 | $6,275-4.4% | $5,444+10.2% | $4,876+23.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,390 | $13,799-89.9% | $11,282-87.7% | $10,886-87.2% |