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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 | $183,043 | $180,749+1.3% | $160,784+13.8% | $137,256+33.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.65% | 2234.46%-2220.8pp | 1803.92%-1790.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $7,692 | $4,155+85.1% | $3,733+106.1% | $4,156+85.1% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $545 | $10,397-94.8% | $9,717-94.4% | $12,270-95.6% |