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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 | $42,089 | $150,447-72.0% | $136,298-69.1% | $147,586-71.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.12% | 1049.15%-1030.0pp | 5156.27%-5137.1pp | 578.59%-559.5pp |
| Employer contribution / active EE | $32,193 | $5,256+512.5% | $4,696+585.6% | $4,876+560.2% |
| Participant deferral / active EE | $17,275 | $6,631+160.5% | $6,247+176.5% | $5,439+217.6% |
| Admin fee / account holder | $20,747 | $10,906+90.2% | $9,244+124.4% | $10,886+90.6% |