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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 | $69,800 | $150,447-53.6% | $136,298-48.8% | $147,586-52.7% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 18.37% | 1049.15%-1030.8pp | 5156.27%-5137.9pp | 578.59%-560.2pp |
| Employer contribution / active EE | $11,012 | $5,256+109.5% | $4,696+134.5% | $4,876+125.8% |
| Participant deferral / active EE | $5,747 | $6,631-13.3% | $6,247-8.0% | $5,439+5.7% |
| Admin fee / account holder | $1,071 | $10,906-90.2% | $9,244-88.4% | $10,886-90.2% |