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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 | $247,331 | $150,447+64.4% | $136,298+81.5% | $147,586+67.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.68% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $2,594 | $5,256-50.7% | $4,696-44.8% | $4,876-46.8% |
| Participant deferral / active EE | $7,641 | $6,631+15.2% | $6,247+22.3% | $5,439+40.5% |
| Admin fee / account holder | $891 | $10,906-91.8% | $9,244-90.4% | $10,886-91.8% |