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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 | $72,396+41.6% | $67,511+51.8% | $145,959-29.8% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 13.21% | 7194.07%-7180.9pp | 3517.41%-3504.2pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,143 | $3,071-30.2% | $2,733-21.6% | $4,661-54.0% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,570 | $5,538-35.5% | $3,999-10.7% | $13,398-73.4% |