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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 | $102,078 | $72,446+40.9% | $67,561+51.1% | $145,877-30.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 23.95% | 7211.98%-7188.0pp | 3525.44%-3501.5pp | 551.28%-527.3pp |
| Employer contribution / active EE | $3,415 | $3,072+11.1% | $2,735+24.9% | $4,663-26.8% |
| Participant deferral / active EE | $9,456 | $4,785+97.6% | $4,003+136.2% | $6,691+41.3% |
| Admin fee / account holder | $695 | $5,541-87.5% | $4,006-82.6% | $13,402-94.8% |