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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 | $114,165 | $171,867-33.6% | $149,721-23.7% | $147,586-22.6% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 18.64% | 2113.36%-2094.7pp | 1501.67%-1483.0pp | 578.59%-560.0pp |
| Employer contribution / active EE | $10,560 | $6,275+68.3% | $5,444+94.0% | $4,876+116.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,619 | $13,799-73.8% | $11,282-67.9% | $10,886-66.8% |