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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 | $108,692 | $100,895+7.7% | $90,430+20.2% | $158,950-31.6% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 24.57% | 1725.54%-1701.0pp | 1293.73%-1269.2pp | 302.91%-278.3pp |
| Employer contribution / active EE | $2,782 | $3,689-24.6% | $3,262-14.7% | $4,762-41.6% |
| Participant deferral / active EE | $5,509 | $4,347+26.7% | $3,963+39.0% | $5,983-7.9% |
| Admin fee / account holder | $3,256 | $6,505-49.9% | $5,613-42.0% | $11,248-71.1% |