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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 | $79,149 | $72,465+9.2% | $67,575+17.1% | $145,884-45.7% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 17.34% | 7222.56%-7205.2pp | 3528.98%-3511.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $3,100 | $3,074+0.9% | $2,736+13.3% | $4,662-33.5% |
| Participant deferral / active EE | $5,023 | $4,786+5.0% | $4,003+25.5% | $6,690-24.9% |
| Admin fee / account holder | $1,979 | $5,515-64.1% | $3,993-50.4% | $13,392-85.2% |