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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 | $78,063 | $72,396+7.8% | $67,511+15.6% | $145,959-46.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 7194.07%-7179.5pp | 3517.41%-3502.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $8,356 | $3,071+172.1% | $2,733+205.8% | $4,661+79.3% |
| Participant deferral / active EE | $12,283 | $4,781+156.9% | $4,000+207.1% | $6,689+83.6% |
| Admin fee / account holder | $2,064 | $5,538-62.7% | $3,999-48.4% | $13,398-84.6% |