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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 | $87,826 | $109,863-20.1% | $98,477-10.8% | $167,518-47.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.04% | 1958.09%-1942.0pp | 1493.59%-1477.5pp | 478.71%-462.7pp |
| Employer contribution / active EE | $3,671 | $3,225+13.8% | $2,961+24.0% | $4,838-24.1% |
| Participant deferral / active EE | $5,237 | $4,673+12.1% | $4,276+22.5% | $6,342-17.4% |
| Admin fee / account holder | $3,504 | $6,755-48.1% | $5,951-41.1% | $12,312-71.5% |