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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 | $110,019 | $96,123+14.5% | $77,361+42.2% | $198,609-44.6% |
| Participation rate | 95.7% | 81.1%+14.5pp | 75.0%+20.7pp | 82.4%+13.3pp |
| Annual return | 9.90% | 2054.81%-2044.9pp | 1011.54%-1001.6pp | 202.70%-192.8pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,724 | $4,975-5.0% | $3,911+20.8% | $6,977-32.3% |
| Admin fee / account holder | $4,197 | $9,471-55.7% | $5,894-28.8% | $19,030-77.9% |