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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 | $127,570 | $150,447-15.2% | $136,298-6.4% | $147,586-13.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 19.39% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $3,590 | $5,256-31.7% | $4,696-23.5% | $4,876-26.4% |
| Participant deferral / active EE | $6,601 | $6,631-0.4% | $6,247+5.7% | $5,439+21.4% |
| Admin fee / account holder | $1,167 | $10,906-89.3% | $9,244-87.4% | $10,886-89.3% |