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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 | $247,613 | $109,905+125.3% | $98,506+151.4% | $167,553+47.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.69% | 1960.20%-1945.5pp | 1494.92%-1480.2pp | 478.89%-464.2pp |
| Employer contribution / active EE | $6,476 | $3,226+100.7% | $2,961+118.7% | $4,840+33.8% |
| Participant deferral / active EE | $9,366 | $4,674+100.4% | $4,277+119.0% | $6,343+47.7% |
| Admin fee / account holder | $4,053 | $6,760-40.0% | $5,955-31.9% | $12,316-67.1% |