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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 | $111,588 | $109,872+1.6% | $98,483+13.3% | $167,536-33.4% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 13.53% | 1959.31%-1945.8pp | 1494.38%-1480.8pp | 478.82%-465.3pp |
| Employer contribution / active EE | $4,978 | $3,225+54.3% | $2,961+68.1% | $4,839+2.9% |
| Participant deferral / active EE | $2,136 | $4,673-54.3% | $4,276-50.1% | $6,342-66.3% |
| Admin fee / account holder | $7,112 | $6,757+5.2% | $5,953+19.5% | $12,315-42.3% |