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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 | $113,194 | $72,465+56.2% | $67,575+67.5% | $145,884-22.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.00% | 7222.56%-7210.6pp | 3528.98%-3517.0pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,487 | $3,074-19.1% | $2,736-9.1% | $4,662-46.7% |
| Participant deferral / active EE | $9,043 | $4,786+89.0% | $4,003+125.9% | $6,690+35.2% |
| Admin fee / account holder | $2,266 | $5,515-58.9% | $3,993-43.2% | $13,392-83.1% |