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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 | $29,710 | $76,522-61.2% | $56,033-47.0% | $145,884-79.6% |
| Participation rate | 92.9% | 63.2%+29.6pp | 52.5%+40.4pp | 80.3%+12.6pp |
| Annual return | 10.87% | 3014.28%-3003.4pp | 1711.38%-1700.5pp | 551.85%-541.0pp |
| Employer contribution / active EE | $9,115 | $1,382+559.4% | $1,041+775.7% | $4,662+95.5% |
| Participant deferral / active EE | $3,012 | $2,624+14.8% | $1,954+54.2% | $6,690-55.0% |
| Admin fee / account holder | $2,671 | $3,328-19.8% | $2,827-5.5% | $13,392-80.1% |