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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 | $80,367 | $150,447-46.6% | $136,298-41.0% | $147,586-45.5% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 13.23% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.4pp |
| Employer contribution / active EE | $3,391 | $5,256-35.5% | $4,696-27.8% | $4,876-30.5% |
| Participant deferral / active EE | $6,891 | $6,631+3.9% | $6,247+10.3% | $5,439+26.7% |
| Admin fee / account holder | $6,529 | $10,906-40.1% | $9,244-29.4% | $10,886-40.0% |