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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 | $114,216 | $171,867-33.5% | $149,721-23.7% | $147,586-22.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 25.33% | 2113.36%-2088.0pp | 1501.67%-1476.3pp | 578.59%-553.3pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,300 | $7,270+27.9% | $6,568+41.6% | $5,439+71.0% |
| Admin fee / account holder | $2,123 | $13,799-84.6% | $11,282-81.2% | $10,886-80.5% |