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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 | $142,699 | $202,342-29.5% | $172,752-17.4% | $152,897-6.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 16.69% | 1029.83%-1013.1pp | 802.97%-786.3pp | 345.43%-328.7pp |
| Employer contribution / active EE | $12,159 | $5,858+107.6% | $5,144+136.4% | $4,764+155.2% |
| Participant deferral / active EE | $4,838 | $5,948-18.7% | $5,198-6.9% | $5,851-17.3% |
| Admin fee / account holder | $3,583 | $17,111-79.1% | $13,955-74.3% | $11,599-69.1% |