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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 | $189,609 | $150,447+26.0% | $136,298+39.1% | $147,586+28.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.68% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $7,116 | $5,256+35.4% | $4,696+51.5% | $4,876+45.9% |
| Participant deferral / active EE | $4,764 | $6,631-28.2% | $6,247-23.7% | $5,439-12.4% |
| Admin fee / account holder | $1,410 | $10,906-87.1% | $9,244-84.7% | $10,886-87.0% |