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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 | $69,558 | $72,426-4.0% | $67,560+3.0% | $145,897-52.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.62% | 7226.78%-7211.2pp | 3533.50%-3517.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $2,251 | $3,074-26.8% | $2,737-17.7% | $4,663-51.7% |
| Participant deferral / active EE | $2,316 | $4,785-51.6% | $4,004-42.2% | $6,689-65.4% |
| Admin fee / account holder | $414 | $5,514-92.5% | $3,994-89.6% | $13,390-96.9% |