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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 | $189,944 | $150,447+26.3% | $136,298+39.4% | $147,586+28.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 19.00% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $5,995 | $5,256+14.0% | $4,696+27.7% | $4,876+22.9% |
| Participant deferral / active EE | $4,201 | $6,631-36.7% | $6,247-32.8% | $5,439-22.8% |
| Admin fee / account holder | $30,931 | $10,906+183.6% | $9,244+234.6% | $10,886+184.1% |