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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 | $96,037 | $76,522+25.5% | $56,033+71.4% | $145,884-34.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.59% | 3014.28%-3003.7pp | 1711.38%-1700.8pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,032 | $1,382-25.3% | $1,041-0.9% | $4,662-77.9% |
| Participant deferral / active EE | $5,768 | $2,624+119.8% | $1,954+195.2% | $6,690-13.8% |
| Admin fee / account holder | $3,174 | $3,328-4.7% | $2,827+12.3% | $13,392-76.3% |