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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 | $123,304 | $70,121+75.8% | $63,803+93.3% | $138,895-11.2% |
| Participation rate | 83.3% | 77.2%+6.1pp | 72.7%+10.6pp | 79.9%+3.4pp |
| Annual return | 16.91% | 946.48%-929.6pp | 543.72%-526.8pp | 145.39%-128.5pp |
| Employer contribution / active EE | $8,132 | $2,882+182.2% | $2,532+221.1% | $4,194+93.9% |
| Participant deferral / active EE | $4,889 | $4,535+7.8% | $3,843+27.2% | $6,396-23.6% |
| Admin fee / account holder | $7,172 | $6,738+6.4% | $5,196+38.0% | $12,562-42.9% |