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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 | $178,024 | $72,446+145.7% | $67,561+163.5% | $145,877+22.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.74% | 7211.98%-7192.2pp | 3525.44%-3505.7pp | 551.28%-531.5pp |
| Employer contribution / active EE | $3,092 | $3,072+0.6% | $2,735+13.1% | $4,663-33.7% |
| Participant deferral / active EE | $7,938 | $4,785+65.9% | $4,003+98.3% | $6,691+18.6% |
| Admin fee / account holder | $1,073 | $5,541-80.6% | $4,006-73.2% | $13,402-92.0% |