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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 | $85,862 | $99,011-13.3% | $86,582-0.8% | $147,586-41.8% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 17.69% | 1312.75%-1295.1pp | 965.08%-947.4pp | 578.59%-560.9pp |
| Employer contribution / active EE | $5,649 | $3,132+80.4% | $2,839+98.9% | $4,876+15.8% |
| Participant deferral / active EE | $5,930 | $3,972+49.3% | $3,609+64.3% | $5,439+9.0% |
| Admin fee / account holder | $1,456 | $5,709-74.5% | $4,904-70.3% | $10,886-86.6% |