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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 | $68,559 | $156,970-56.3% | $121,210-43.4% | $139,487-50.8% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 75.11% | 1477.10%-1402.0pp | 987.41%-912.3pp | 373.84%-298.7pp |
| Employer contribution / active EE | $833 | $5,546-85.0% | $4,171-80.0% | $4,755-82.5% |
| Participant deferral / active EE | $3,567 | $4,849-26.4% | $4,084-12.6% | $6,713-46.9% |
| Admin fee / account holder | $614 | $6,947-91.2% | $5,647-89.1% | $11,407-94.6% |