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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 | $163,927 | $76,368+114.7% | $67,681+142.2% | $154,746+5.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 19.67% | 1066.77%-1047.1pp | 590.58%-570.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $4,387 | $3,151+39.2% | $2,678+63.8% | $4,379+0.2% |
| Participant deferral / active EE | $10,024 | $4,824+107.8% | $3,976+152.1% | $6,730+48.9% |
| Admin fee / account holder | $531 | $8,559-93.8% | $6,100-91.3% | $14,365-96.3% |