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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 | $143,797 | $150,447-4.4% | $136,298+5.5% | $147,586-2.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.50% | 1049.15%-1025.7pp | 5156.27%-5132.8pp | 578.59%-555.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,946 | $6,631+19.8% | $6,247+27.2% | $5,439+46.1% |
| Admin fee / account holder | $2,046 | $10,906-81.2% | $9,244-77.9% | $10,886-81.2% |