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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 | $96,210 | $72,446+32.8% | $67,561+42.4% | $145,877-34.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.38% | 7211.98%-7198.6pp | 3525.44%-3512.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,365 | $3,072+42.1% | $2,735+59.6% | $4,663-6.4% |
| Participant deferral / active EE | $6,360 | $4,785+32.9% | $4,003+58.9% | $6,691-4.9% |
| Admin fee / account holder | $895 | $5,541-83.8% | $4,006-77.7% | $13,402-93.3% |