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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 | $131,251 | $202,342-35.1% | $172,753-24.0% | $152,909-14.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.71% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $4,400 | $5,857-24.9% | $5,144-14.5% | $4,764-7.6% |
| Participant deferral / active EE | $7,163 | $5,948+20.4% | $5,198+37.8% | $5,851+22.4% |
| Admin fee / account holder | $1,090 | $17,112-93.6% | $13,956-92.2% | $11,601-90.6% |