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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 | $45,773 | $82,630-44.6% | $64,105-28.6% | $125,389-63.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 179.56% | 1489.72%-1310.2pp | 791.24%-611.7pp | 282.24%-102.7pp |
| Employer contribution / active EE | $9,702 | $2,671+263.2% | $1,820+433.1% | $4,866+99.4% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,002 | $6,382-68.6% | $4,499-55.5% | $9,541-79.0% |