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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 | $194,875 | $184,000+5.9% | $162,185+20.2% | $152,909+27.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.60% | 150.80%-132.2pp | 115.61%-97.0pp | 345.46%-326.9pp |
| Employer contribution / active EE | $8,182 | $6,370+28.4% | $5,613+45.8% | $4,764+71.7% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $771 | $13,124-94.1% | $10,844-92.9% | $11,601-93.4% |