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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 | $119,899 | $72,396+65.6% | $67,511+77.6% | $145,959-17.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 21.50% | 7194.07%-7172.6pp | 3517.41%-3495.9pp | 561.95%-540.5pp |
| Employer contribution / active EE | $4,598 | $3,071+49.7% | $2,733+68.3% | $4,661-1.4% |
| Participant deferral / active EE | $3,942 | $4,781-17.6% | $4,000-1.5% | $6,689-41.1% |
| Admin fee / account holder | $4,446 | $5,538-19.7% | $3,999+11.2% | $13,398-66.8% |