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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 | $102,514 | $72,403+41.6% | $67,524+51.8% | $145,978-29.8% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 13.21% | 7197.23%-7184.0pp | 3519.41%-3506.2pp | 550.52%-537.3pp |
| Employer contribution / active EE | $2,143 | $3,072-30.2% | $2,734-21.6% | $4,662-54.0% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,570 | $5,541-35.6% | $4,001-10.8% | $13,400-73.4% |