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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 | $73,599 | $176,688-58.3% | $130,660-43.7% | $152,897-51.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.73% | 2693.08%-2671.4pp | 1709.29%-1687.6pp | 345.43%-323.7pp |
| Employer contribution / active EE | $4,284 | $5,743-25.4% | $4,092+4.7% | $4,764-10.1% |
| Participant deferral / active EE | $9,893 | $4,362+126.8% | $3,603+174.6% | $5,851+69.1% |
| Admin fee / account holder | $1,903 | $7,131-73.3% | $5,463-65.2% | $11,599-83.6% |