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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 | $71,975 | $150,447-52.2% | $136,298-47.2% | $147,586-51.2% |
| Participation rate | 86.4% | 84.4%+1.9pp | 81.9%+4.4pp | 82.8%+3.5pp |
| Annual return | 18.71% | 1049.15%-1030.4pp | 5156.27%-5137.6pp | 578.59%-559.9pp |
| Employer contribution / active EE | $2,182 | $5,256-58.5% | $4,696-53.5% | $4,876-55.3% |
| Participant deferral / active EE | $5,030 | $6,631-24.1% | $6,247-19.5% | $5,439-7.5% |
| Admin fee / account holder | $998 | $10,906-90.9% | $9,244-89.2% | $10,886-90.8% |