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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 | $209,744 | $72,426+189.6% | $67,560+210.5% | $145,897+43.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.41% | 7226.78%-7216.4pp | 3533.50%-3523.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $16,504 | $3,074+436.8% | $2,737+503.1% | $4,663+254.0% |
| Participant deferral / active EE | $21,136 | $4,785+341.7% | $4,004+427.9% | $6,689+216.0% |
| Admin fee / account holder | $12,417 | $5,514+125.2% | $3,994+210.9% | $13,390-7.3% |