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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 | $125,678 | $72,426+73.5% | $67,560+86.0% | $145,897-13.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.51% | 7226.78%-7213.3pp | 3533.50%-3520.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,800 | $4,785-62.4% | $4,004-55.0% | $6,689-73.1% |
| Admin fee / account holder | $2,101 | $5,514-61.9% | $3,994-47.4% | $13,390-84.3% |