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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 | $158,403 | $171,867-7.8% | $149,716+5.8% | $147,585+7.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.43% | 2113.36%-2103.9pp | 1501.67%-1492.2pp | 578.58%-569.1pp |
| Employer contribution / active EE | $5,408 | $6,275-13.8% | $5,444-0.7% | $4,876+10.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,434 | $13,799-89.6% | $11,282-87.3% | $10,886-86.8% |