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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 | $81,173 | $171,867-52.8% | $149,718-45.8% | $147,585-45.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.84% | 2113.36%-2088.5pp | 1501.70%-1476.9pp | 578.57%-553.7pp |
| Employer contribution / active EE | $4,070 | $6,275-35.1% | $5,444-25.3% | $4,876-16.5% |
| Participant deferral / active EE | $4,458 | $7,270-38.7% | $6,568-32.1% | $5,439-18.0% |
| Admin fee / account holder | $2,191 | $13,799-84.1% | $11,283-80.6% | $10,885-79.9% |