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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 | $130,000 | $185,199-29.8% | $142,874-9.0% | $167,518-22.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 17.54% | 8556.90%-8539.4pp | 5638.58%-5621.0pp | 478.71%-461.2pp |
| Employer contribution / active EE | $1,831 | $5,606-67.3% | $4,145-55.8% | $4,838-62.1% |
| Participant deferral / active EE | $2,425 | $4,495-46.0% | $3,838-36.8% | $6,342-61.8% |
| Admin fee / account holder | $5,836 | $8,031-27.3% | $6,561-11.0% | $12,312-52.6% |