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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 | $73,802 | $150,445-50.9% | $136,297-45.9% | $147,585-50.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 17.13% | 1049.14%-1032.0pp | 5156.16%-5139.0pp | 578.57%-561.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,863 | $6,631+3.5% | $6,247+9.9% | $5,439+26.2% |
| Admin fee / account holder | $3,749 | $10,906-65.6% | $9,244-59.4% | $10,885-65.6% |