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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 | $98,669 | $150,447-34.4% | $136,298-27.6% | $147,586-33.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.94% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.7pp |
| Employer contribution / active EE | $5,181 | $5,256-1.4% | $4,696+10.3% | $4,876+6.3% |
| Participant deferral / active EE | $6,885 | $6,631+3.8% | $6,247+10.2% | $5,439+26.6% |
| Admin fee / account holder | $3,041 | $10,906-72.1% | $9,244-67.1% | $10,886-72.1% |