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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 | $145,346 | $99,011+46.8% | $86,582+67.9% | $147,586-1.5% |
| Participation rate | 89.5% | 76.3%+13.1pp | 73.5%+15.9pp | 82.8%+6.6pp |
| Annual return | 15.57% | 1312.75%-1297.2pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $4,109 | $3,132+31.2% | $2,839+44.7% | $4,876-15.7% |
| Participant deferral / active EE | $5,745 | $3,972+44.6% | $3,609+59.2% | $5,439+5.6% |
| Admin fee / account holder | $23,229 | $5,709+306.9% | $4,904+373.7% | $10,886+113.4% |