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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 | $160,754 | $88,778+81.1% | $81,844+96.4% | $145,884+10.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.37% | 1033.03%-1018.7pp | 778.87%-764.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $18,000 | $3,087+483.1% | $2,916+517.2% | $4,662+286.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $799 | $8,430-90.5% | $7,355-89.1% | $13,392-94.0% |