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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 | $161,618 | $150,447+7.4% | $136,298+18.6% | $147,586+9.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 17.57% | 1049.15%-1031.6pp | 5156.27%-5138.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,721 | $5,256-67.3% | $4,696-63.4% | $4,876-64.7% |
| Participant deferral / active EE | $6,131 | $6,631-7.5% | $6,247-1.9% | $5,439+12.7% |
| Admin fee / account holder | $4,927 | $10,906-54.8% | $9,244-46.7% | $10,886-54.7% |