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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 | $190,086 | $149,040+27.5% | $120,225+58.1% | $137,256+38.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.81% | 605.68%-590.9pp | 439.23%-424.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $6,915 | $4,350+58.9% | $3,475+99.0% | $4,156+66.4% |
| Participant deferral / active EE | $12,776 | $4,655+174.5% | $3,999+219.5% | $6,407+99.4% |
| Admin fee / account holder | $2,933 | $6,348-53.8% | $5,696-48.5% | $12,270-76.1% |