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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 | $92,724 | $84,684+9.5% | $73,835+25.6% | $125,388-26.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.48% | 3123.93%-3121.5pp | 2268.13%-2265.7pp | 282.24%-279.8pp |
| Employer contribution / active EE | $1,779 | $3,123-43.1% | $2,788-36.2% | $4,866-63.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,976 | $5,691-65.3% | $4,880-59.5% | $9,541-79.3% |