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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 | $80,006 | $150,446-46.8% | $136,297-41.3% | $147,585-45.8% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 12.36% | 1049.14%-1036.8pp | 5156.19%-5143.8pp | 578.58%-566.2pp |
| Employer contribution / active EE | $2,990 | $5,256-43.1% | $4,696-36.3% | $4,876-38.7% |
| Participant deferral / active EE | $4,634 | $6,631-30.1% | $6,247-25.8% | $5,439-14.8% |
| Admin fee / account holder | $9,622 | $10,906-11.8% | $9,244+4.1% | $10,886-11.6% |