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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 | $71,938 | $109,863-34.5% | $98,477-26.9% | $167,518-57.1% |
| Participation rate | 86.4% | 75.8%+10.5pp | 73.3%+13.0pp | 82.1%+4.3pp |
| Annual return | 10.76% | 1958.09%-1947.3pp | 1493.59%-1482.8pp | 478.71%-468.0pp |
| Employer contribution / active EE | $4,302 | $3,225+33.4% | $2,961+45.3% | $4,838-11.1% |
| Participant deferral / active EE | $2,491 | $4,673-46.7% | $4,276-41.8% | $6,342-60.7% |
| Admin fee / account holder | $8,399 | $6,755+24.3% | $5,951+41.1% | $12,312-31.8% |