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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 | $237,022 | $160,040+48.1% | $147,096+61.1% | $145,877+62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 987.72% | 98.49%+889.2pp | 419.75%+568.0pp | 551.28%+436.4pp |
| Employer contribution / active EE | $21,800 | $5,289+312.1% | $4,936+341.7% | $4,663+367.5% |
| Participant deferral / active EE | $17,833 | $8,429+111.6% | $8,071+121.0% | $6,691+166.5% |
| Admin fee / account holder | $352 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |