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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 | $110,844 | $150,445-26.3% | $136,297-18.7% | $147,585-24.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.10% | 1049.14%-1031.0pp | 5156.16%-5138.1pp | 578.57%-560.5pp |
| Employer contribution / active EE | $6,971 | $5,256+32.6% | $4,696+48.5% | $4,876+43.0% |
| Participant deferral / active EE | $9,041 | $6,631+36.4% | $6,247+44.7% | $5,439+66.2% |
| Admin fee / account holder | $1,688 | $10,906-84.5% | $9,244-81.7% | $10,885-84.5% |