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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 | $183,071 | $171,867+6.5% | $149,721+22.3% | $147,586+24.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.79% | 2113.36%-2092.6pp | 1501.67%-1480.9pp | 578.59%-557.8pp |
| Employer contribution / active EE | $24,763 | $6,275+294.7% | $5,444+354.8% | $4,876+407.8% |
| Participant deferral / active EE | $7,615 | $7,270+4.7% | $6,568+15.9% | $5,439+40.0% |
| Admin fee / account holder | $1,728 | $13,799-87.5% | $11,282-84.7% | $10,886-84.1% |