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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 | $89,174 | $88,754+0.5% | $81,820+9.0% | $145,877-38.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.32% | 1031.77%-1019.4pp | 777.93%-765.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $4,575 | $3,085+48.3% | $2,915+57.0% | $4,663-1.9% |
| Participant deferral / active EE | $3,007 | $4,648-35.3% | $4,323-30.4% | $6,691-55.1% |
| Admin fee / account holder | $1,558 | $8,424-81.5% | $7,391-78.9% | $13,402-88.4% |