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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 | $174,834 | $150,446+16.2% | $136,297+28.3% | $147,585+18.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.06% | 1049.14%-1034.1pp | 5156.19%-5141.1pp | 578.58%-563.5pp |
| Employer contribution / active EE | $4,289 | $5,256-18.4% | $4,696-8.7% | $4,876-12.1% |
| Participant deferral / active EE | $9,875 | $6,631+48.9% | $6,247+58.1% | $5,439+81.6% |
| Admin fee / account holder | $1,434 | $10,906-86.8% | $9,244-84.5% | $10,886-86.8% |