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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 | $106,975 | $150,447-28.9% | $136,298-21.5% | $147,586-27.5% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 24.83% | 1049.15%-1024.3pp | 5156.27%-5131.4pp | 578.59%-553.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,607 | $6,631+44.9% | $6,247+53.8% | $5,439+76.6% |
| Admin fee / account holder | $2,628 | $10,906-75.9% | $9,244-71.6% | $10,886-75.9% |