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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 | $85,968 | $72,426+18.7% | $67,560+27.2% | $145,897-41.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.86% | 7226.78%-7212.9pp | 3533.50%-3519.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $5,199 | $3,074+69.1% | $2,737+90.0% | $4,663+11.5% |
| Participant deferral / active EE | $1,039 | $4,785-78.3% | $4,004-74.1% | $6,689-84.5% |
| Admin fee / account holder | $3,399 | $5,514-38.3% | $3,994-14.9% | $13,390-74.6% |