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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 | $113,404 | $160,040-29.1% | $147,096-22.9% | $145,877-22.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 74.12% | 98.49%-24.4pp | 419.75%-345.6pp | 551.28%-477.2pp |
| Employer contribution / active EE | $30,298 | $5,289+472.8% | $4,936+513.8% | $4,663+549.7% |
| Participant deferral / active EE | $24,156 | $8,429+186.6% | $8,071+199.3% | $6,691+261.0% |
| Admin fee / account holder | $1,213 | $15,050-91.9% | $13,005-90.7% | $13,402-91.0% |