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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 | $99,748 | $99,079+0.7% | $78,002+27.9% | $273,970-63.6% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.5%+18.2pp | 83.0%+10.7pp |
| Annual return | 9.88% | 217.93%-208.0pp | 425.99%-416.1pp | 41.46%-31.6pp |
| Employer contribution / active EE | $12,361 | $3,308+273.7% | $2,470+400.4% | $4,869+153.9% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,881 | $8,954+32.7% | $5,481+116.8% | $10,132+17.3% |