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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 | $72,465+41.5% | $67,575+51.7% | $145,884-29.7% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+19.9pp | 80.3%+12.6pp |
| Annual return | 13.21% | 7222.56%-7209.3pp | 3528.98%-3515.8pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,143 | $3,074-30.3% | $2,736-21.7% | $4,662-54.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,570 | $5,515-35.3% | $3,993-10.6% | $13,392-73.3% |