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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 | $181,047 | $209,874-13.7% | $189,537-4.5% | $167,536+8.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.88% | 748.61%-731.7pp | 555.34%-538.5pp | 478.82%-461.9pp |
| Employer contribution / active EE | $3,750 | $6,913-45.8% | $6,161-39.1% | $4,839-22.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,125 | $14,299-43.2% | $12,048-32.6% | $12,315-34.0% |