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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 | $63,384 | $88,710-28.5% | $81,783-22.5% | $145,959-56.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.93% | 1027.26%-1013.3pp | 775.05%-761.1pp | 561.95%-548.0pp |
| Employer contribution / active EE | $9,488 | $3,083+207.7% | $2,913+225.8% | $4,661+103.6% |
| Participant deferral / active EE | $7,992 | $4,645+72.1% | $4,320+85.0% | $6,689+19.5% |
| Admin fee / account holder | $12,561 | $8,407+49.4% | $7,380+70.2% | $13,398-6.2% |