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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 | $129,568 | $72,426+78.9% | $67,560+91.8% | $145,897-11.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.55% | 7226.78%-7216.2pp | 3533.50%-3523.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $7,198 | $3,074+134.1% | $2,737+163.0% | $4,663+54.4% |
| Participant deferral / active EE | $5,443 | $4,785+13.7% | $4,004+35.9% | $6,689-18.6% |
| Admin fee / account holder | $7,943 | $5,514+44.1% | $3,994+98.9% | $13,390-40.7% |