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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 | $116,433 | $88,754+31.2% | $81,820+42.3% | $145,877-20.2% |
| Participation rate | 85.0% | 75.1%+9.9pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 11.78% | 1031.77%-1020.0pp | 777.93%-766.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,073 | $3,085-32.8% | $2,915-28.9% | $4,663-55.5% |
| Participant deferral / active EE | $12,896 | $4,648+177.5% | $4,323+198.3% | $6,691+92.8% |
| Admin fee / account holder | $6,004 | $8,424-28.7% | $7,391-18.8% | $13,402-55.2% |