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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 | $76,690 | $150,447-49.0% | $136,298-43.7% | $147,586-48.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 23.37% | 1049.15%-1025.8pp | 5156.27%-5132.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $6,639 | $5,256+26.3% | $4,696+41.4% | $4,876+36.2% |
| Participant deferral / active EE | $3,053 | $6,631-54.0% | $6,247-51.1% | $5,439-43.9% |
| Admin fee / account holder | $3,430 | $10,906-68.5% | $9,244-62.9% | $10,886-68.5% |