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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 | $71,497 | $185,225-61.4% | $142,898-50.0% | $167,536-57.3% |
| Participation rate | 80.0% | 78.5%+1.5pp | 72.0%+8.0pp | 82.1%-2.1pp |
| Annual return | 10.91% | 8558.12%-8547.2pp | 5639.64%-5628.7pp | 478.82%-467.9pp |
| Employer contribution / active EE | $2,732 | $5,607-51.3% | $4,146-34.1% | $4,839-43.5% |
| Participant deferral / active EE | $5,905 | $4,496+31.3% | $3,838+53.8% | $6,342-6.9% |
| Admin fee / account holder | $2,555 | $8,032-68.2% | $6,560-61.1% | $12,315-79.3% |