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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 | $95,398 | $150,442-36.6% | $136,295-30.0% | $147,585-35.4% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 16.32% | 1049.09%-1032.8pp | 5155.97%-5139.7pp | 578.56%-562.2pp |
| Employer contribution / active EE | $1,934 | $5,256-63.2% | $4,695-58.8% | $4,876-60.3% |
| Participant deferral / active EE | $4,930 | $6,630-25.6% | $6,247-21.1% | $5,439-9.4% |
| Admin fee / account holder | $2,131 | $10,905-80.5% | $9,243-76.9% | $10,885-80.4% |