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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 | $248,933 | $202,342+23.0% | $172,753+44.1% | $152,909+62.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.57% | 1029.88%-1014.3pp | 803.00%-787.4pp | 345.46%-329.9pp |
| Employer contribution / active EE | $12,293 | $5,857+109.9% | $5,144+139.0% | $4,764+158.0% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,198+111.6% | $5,851+88.0% |
| Admin fee / account holder | $38,721 | $17,112+126.3% | $13,956+177.5% | $11,601+233.8% |