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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 | $72,446-4.0% | $67,561+3.0% | $145,877-52.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.62% | 7211.98%-7196.4pp | 3525.44%-3509.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,251 | $3,072-26.7% | $2,735-17.7% | $4,663-51.7% |
| Participant deferral / active EE | $2,316 | $4,785-51.6% | $4,003-42.1% | $6,691-65.4% |
| Admin fee / account holder | $414 | $5,541-92.5% | $4,006-89.7% | $13,402-96.9% |