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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 | $73,278 | $68,097+7.6% | $62,929+16.4% | $137,256-46.6% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 21.42% | 1859.11%-1837.7pp | 1063.93%-1042.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $5,146 | $2,811+83.0% | $2,505+105.4% | $4,156+23.8% |
| Participant deferral / active EE | $5,146 | $4,553+13.0% | $3,888+32.3% | $6,407-19.7% |
| Admin fee / account holder | $7,078 | $6,521+8.5% | $5,065+39.7% | $12,270-42.3% |