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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 | $51,187 | $56,197-8.9% | $67,652-24.3% | $59,633-14.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 8.26% | 18508.10%-18499.8pp | 6625.40%-6617.1pp | 2041.45%-2033.2pp |
| Employer contribution / active EE | $6,560 | $1,615+306.3% | $2,266+189.5% | $2,203+197.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,406 | $3,958-39.2% | $4,821-50.1% | $4,297-44.0% |