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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 | $187,138 | $176,105+6.3% | $159,474+17.3% | $167,536+11.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.55% | 331.91%-318.4pp | 263.68%-250.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $13,946 | $5,299+163.2% | $4,831+188.7% | $4,839+188.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,221 | $12,559-90.3% | $10,802-88.7% | $12,315-90.1% |