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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 | $85,039 | $82,630+2.9% | $64,105+32.7% | $125,389-32.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 1.48% | 1489.72%-1488.2pp | 791.24%-789.8pp | 282.24%-280.8pp |
| Employer contribution / active EE | $2,879 | $2,671+7.8% | $1,820+58.2% | $4,866-40.8% |
| Participant deferral / active EE | $15,000 | $3,608+315.7% | $2,822+431.6% | $5,352+180.3% |
| Admin fee / account holder | $805 | $6,382-87.4% | $4,499-82.1% | $9,541-91.6% |