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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 | $99,018 | $88,778+11.5% | $81,844+21.0% | $145,884-32.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.00% | 1033.03%-1020.0pp | 778.87%-765.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $6,709 | $3,087+117.3% | $2,916+130.0% | $4,662+43.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $46,127 | $8,430+447.2% | $7,355+527.1% | $13,392+244.4% |