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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 | $72,426+32.8% | $67,560+42.4% | $145,897-34.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.38% | 7226.78%-7213.4pp | 3533.50%-3520.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,365 | $3,074+42.0% | $2,737+59.5% | $4,663-6.4% |
| Participant deferral / active EE | $6,360 | $4,785+32.9% | $4,004+58.8% | $6,689-4.9% |
| Admin fee / account holder | $895 | $5,514-83.8% | $3,994-77.6% | $13,390-93.3% |