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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 | $66,756 | $70,366-5.1% | $66,674+0.1% | $138,895-51.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 65.53% | 386.41%-320.9pp | 321.24%-255.7pp | 145.39%-79.9pp |
| Employer contribution / active EE | $5,774 | $2,765+108.8% | $2,620+120.4% | $4,194+37.7% |
| Participant deferral / active EE | $10,478 | $4,374+139.5% | $4,084+156.6% | $6,396+63.8% |
| Admin fee / account holder | $738 | $5,262-86.0% | $5,098-85.5% | $12,562-94.1% |