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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 | $22,518 | $84,685-73.4% | $73,836-69.5% | $125,389-82.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.79% | 3123.80%-3119.0pp | 2268.06%-2263.3pp | 282.24%-277.5pp |
| Employer contribution / active EE | $7,644 | $3,123+144.7% | $2,787+174.2% | $4,866+57.1% |
| Participant deferral / active EE | $941 | $3,993-76.4% | $3,583-73.7% | $5,352-82.4% |
| Admin fee / account holder | $1,055 | $5,694-81.5% | $4,882-78.4% | $9,541-88.9% |