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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 | $59,583 | $99,031-39.8% | $86,597-31.2% | $147,585-59.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.22% | 1312.56%-1286.3pp | 964.96%-938.7pp | 578.57%-552.4pp |
| Employer contribution / active EE | $16,095 | $3,132+413.8% | $2,840+466.8% | $4,876+230.1% |
| Participant deferral / active EE | $12,000 | $3,972+202.1% | $3,609+232.5% | $5,439+120.6% |
| Admin fee / account holder | $497 | $5,711-91.3% | $4,906-89.9% | $10,885-95.4% |