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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 | $77,529 | $88,778-12.7% | $81,844-5.3% | $145,884-46.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 11.70% | 1033.03%-1021.3pp | 778.87%-767.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $5,000 | $3,087+62.0% | $2,916+71.4% | $4,662+7.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,699 | $8,430+15.1% | $7,355+31.9% | $13,392-27.6% |