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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 | $231,024 | $109,872+110.3% | $98,483+134.6% | $167,536+37.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 57.16% | 1959.31%-1902.1pp | 1494.38%-1437.2pp | 478.82%-421.7pp |
| Employer contribution / active EE | $2,928 | $3,225-9.2% | $2,961-1.1% | $4,839-39.5% |
| Participant deferral / active EE | $5,611 | $4,673+20.1% | $4,276+31.2% | $6,342-11.5% |
| Admin fee / account holder | $425 | $6,757-93.7% | $5,953-92.9% | $12,315-96.5% |