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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 | $69,364 | $76,785-9.7% | $56,441+22.9% | $145,959-52.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.37% | 3000.51%-2991.1pp | 1704.21%-1694.8pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,333 | $1,381+69.0% | $1,039+124.6% | $4,661-49.9% |
| Participant deferral / active EE | $3,728 | $2,624+42.1% | $1,953+90.9% | $6,689-44.3% |
| Admin fee / account holder | $9,816 | $3,334+194.4% | $2,829+246.9% | $13,398-26.7% |