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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 | $57,354 | $169,336-66.1% | $129,384-55.7% | $145,884-60.7% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 230.86% | 14408.70%-14177.8pp | 9461.77%-9230.9pp | 551.85%-321.0pp |
| Employer contribution / active EE | $1,610 | $5,540-70.9% | $4,153-61.2% | $4,662-65.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $308 | $9,912-96.9% | $7,686-96.0% | $13,392-97.7% |