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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 | $128,210 | $99,011+29.5% | $86,582+48.1% | $147,586-13.1% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 17.66% | 1312.75%-1295.1pp | 965.08%-947.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,352 | $3,132-24.9% | $2,839-17.2% | $4,876-51.8% |
| Participant deferral / active EE | $5,518 | $3,972+38.9% | $3,609+52.9% | $5,439+1.4% |
| Admin fee / account holder | $3,028 | $5,709-47.0% | $4,904-38.3% | $10,886-72.2% |