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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 | $72,426+7.8% | $67,560+15.5% | $145,897-46.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 7226.78%-7212.2pp | 3533.50%-3518.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $8,356 | $3,074+171.8% | $2,737+205.3% | $4,663+79.2% |
| Participant deferral / active EE | $12,283 | $4,785+156.7% | $4,004+206.8% | $6,689+83.6% |
| Admin fee / account holder | $2,064 | $5,514-62.6% | $3,994-48.3% | $13,390-84.6% |