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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 | $90,885 | $160,059-43.2% | $140,019-35.1% | $135,382-32.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.73% | 911.44%-910.7pp | 651.15%-650.4pp | 519.77%-519.0pp |
| Employer contribution / active EE | $21,465 | $6,420+234.4% | $5,605+282.9% | $4,779+349.2% |
| Participant deferral / active EE | $12,720 | $7,641+66.5% | $6,927+83.6% | $5,609+126.8% |
| Admin fee / account holder | $24,274 | $13,328+82.1% | $10,705+126.7% | $10,829+124.2% |