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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 | $180,158 | $72,465+148.6% | $67,575+166.6% | $145,884+23.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.30% | 7222.56%-7204.3pp | 3528.98%-3510.7pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,199 | $3,074-28.5% | $2,736-19.6% | $4,662-52.8% |
| Participant deferral / active EE | $6,188 | $4,786+29.3% | $4,003+54.6% | $6,690-7.5% |
| Admin fee / account holder | $1,072 | $5,515-80.6% | $3,993-73.1% | $13,392-92.0% |