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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 | $156,051 | $72,403+115.5% | $67,524+131.1% | $145,978+6.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.05% | 7197.23%-7187.2pp | 3519.41%-3509.4pp | 550.52%-540.5pp |
| Employer contribution / active EE | $14,296 | $3,072+365.4% | $2,734+422.9% | $4,662+206.7% |
| Participant deferral / active EE | $8,735 | $4,782+82.6% | $4,001+118.3% | $6,690+30.6% |
| Admin fee / account holder | $43,199 | $5,541+679.6% | $4,001+979.8% | $13,400+222.4% |