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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 | $114,601 | $84,685+35.3% | $73,836+55.2% | $125,389-8.6% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | 2.48% | 3123.80%-3121.3pp | 2268.06%-2265.6pp | 282.24%-279.8pp |
| Employer contribution / active EE | $3,255 | $3,123+4.2% | $2,787+16.8% | $4,866-33.1% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,007 | $5,694-82.3% | $4,882-79.4% | $9,541-89.4% |