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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 | $235,064 | $160,059+46.9% | $140,019+67.9% | $135,379+73.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.65% | 911.44%-903.8pp | 651.15%-643.5pp | 519.79%-512.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,152 | $7,641-6.4% | $6,927+3.3% | $5,609+27.5% |
| Admin fee / account holder | $5,050 | $13,328-62.1% | $10,705-52.8% | $10,828-53.4% |