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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 | $140,681 | $99,011+42.1% | $86,582+62.5% | $147,586-4.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.91% | 1312.75%-1302.8pp | 965.08%-955.2pp | 578.59%-568.7pp |
| Employer contribution / active EE | $9,709 | $3,132+210.0% | $2,839+241.9% | $4,876+99.1% |
| Participant deferral / active EE | $10,816 | $3,972+172.3% | $3,609+199.7% | $5,439+98.9% |
| Admin fee / account holder | $48,681 | $5,709+752.7% | $4,904+892.7% | $10,886+347.2% |