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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 | $141,570 | $202,342-30.0% | $172,752-18.1% | $152,897-7.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.43% | 1029.83%-1009.4pp | 802.97%-782.5pp | 345.43%-325.0pp |
| Employer contribution / active EE | $6,287 | $5,858+7.3% | $5,144+22.2% | $4,764+32.0% |
| Participant deferral / active EE | $4,511 | $5,948-24.2% | $5,198-13.2% | $5,851-22.9% |
| Admin fee / account holder | $2,327 | $17,111-86.4% | $13,955-83.3% | $11,599-79.9% |