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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 | $223,765 | $202,342+10.6% | $172,752+29.5% | $152,897+46.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 18.52% | 1029.83%-1011.3pp | 802.97%-784.4pp | 345.43%-326.9pp |
| Employer contribution / active EE | $1,993 | $5,858-66.0% | $5,144-61.3% | $4,764-58.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $183,067 | $17,111+969.9% | $13,955+1211.8% | $11,599+1478.2% |