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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 | $65,860 | $72,426-9.1% | $67,560-2.5% | $145,897-54.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 122.33% | 7226.78%-7104.4pp | 3533.50%-3411.2pp | 552.29%-430.0pp |
| Employer contribution / active EE | $4,240 | $3,074+37.9% | $2,737+54.9% | $4,663-9.1% |
| Participant deferral / active EE | $5,961 | $4,785+24.6% | $4,004+48.9% | $6,689-10.9% |
| Admin fee / account holder | $6,426 | $5,514+16.5% | $3,994+60.9% | $13,390-52.0% |