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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 | $103,034 | $185,199-44.4% | $142,874-27.9% | $167,518-38.5% |
| Participation rate | 77.8% | 78.5%-0.7pp | 72.0%+5.8pp | 82.1%-4.3pp |
| Annual return | 11.68% | 8556.90%-8545.2pp | 5638.58%-5626.9pp | 478.71%-467.0pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,809 | $4,495-37.5% | $3,838-26.8% | $6,342-55.7% |
| Admin fee / account holder | $12,593 | $8,031+56.8% | $6,561+91.9% | $12,312+2.3% |