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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 | $169,309 | $202,460-16.4% | $169,3850% | $139,456+21.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.59% | 532.07%-518.5pp | 405.82%-392.2pp | 373.45%-359.9pp |
| Employer contribution / active EE | $7,805 | $4,691+66.4% | $4,012+94.6% | $4,753+64.2% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,455 | $10,719-39.8% | $9,011-28.4% | $11,407-43.4% |