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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 | $194,823 | $150,447+29.5% | $136,298+42.9% | $147,586+32.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.45% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $3,603 | $5,256-31.5% | $4,696-23.3% | $4,876-26.1% |
| Participant deferral / active EE | $8,941 | $6,631+34.8% | $6,247+43.1% | $5,439+64.4% |
| Admin fee / account holder | $1,409 | $10,906-87.1% | $9,244-84.8% | $10,886-87.1% |