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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 | $105,920 | $171,867-38.4% | $149,721-29.3% | $147,586-28.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.73% | 2113.36%-2096.6pp | 1501.67%-1484.9pp | 578.59%-561.9pp |
| Employer contribution / active EE | $3,990 | $6,275-36.4% | $5,444-26.7% | $4,876-18.2% |
| Participant deferral / active EE | $12,418 | $7,270+70.8% | $6,568+89.1% | $5,439+128.3% |
| Admin fee / account holder | $738 | $13,799-94.7% | $11,282-93.5% | $10,886-93.2% |