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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 | $91,679 | $102,595-10.6% | $94,057-2.5% | $154,746-40.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.67% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $6,000 | $3,147+90.6% | $2,933+104.6% | $4,379+37.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,098 | $7,736-85.8% | $7,244-84.8% | $14,365-92.4% |