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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 | $58,758 | $150,447-60.9% | $136,298-56.9% | $147,586-60.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.39% | 1049.15%-1037.8pp | 5156.27%-5144.9pp | 578.59%-567.2pp |
| Employer contribution / active EE | $2,142 | $5,256-59.3% | $4,696-54.4% | $4,876-56.1% |
| Participant deferral / active EE | $6,233 | $6,631-6.0% | $6,247-0.2% | $5,439+14.6% |
| Admin fee / account holder | $2,582 | $10,906-76.3% | $9,244-72.1% | $10,886-76.3% |