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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 | $146,745 | $58,927+149.0% | $76,823+91.0% | $72,983+101.1% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 21.17% | 2305.64%-2284.5pp | 1166.42%-1145.3pp | 81.01%-59.8pp |
| Employer contribution / active EE | $6,400 | $1,787+258.2% | $2,302+178.0% | $2,440+162.3% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,853 | $4,013-28.9% | $6,422-55.6% | $5,124-44.3% |