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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 | $138,304 | $202,342-31.6% | $172,753-19.9% | $152,909-9.6% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 22.77% | 1029.88%-1007.1pp | 803.00%-780.2pp | 345.46%-322.7pp |
| Employer contribution / active EE | $8,579 | $5,857+46.5% | $5,144+66.8% | $4,764+80.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $613 | $17,112-96.4% | $13,956-95.6% | $11,601-94.7% |