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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 | $152,565 | $202,342-24.6% | $172,752-11.7% | $152,897-0.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.52% | 1029.83%-1000.3pp | 802.97%-773.5pp | 345.43%-315.9pp |
| Employer contribution / active EE | $7,830 | $5,858+33.7% | $5,144+52.2% | $4,764+64.4% |
| Participant deferral / active EE | $3,934 | $5,948-33.9% | $5,198-24.3% | $5,851-32.8% |
| Admin fee / account holder | $787 | $17,111-95.4% | $13,955-94.4% | $11,599-93.2% |