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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 | $49,628 | $109,905-54.8% | $98,506-49.6% | $167,553-70.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 176.60% | 1960.20%-1783.6pp | 1494.92%-1318.3pp | 478.89%-302.3pp |
| Employer contribution / active EE | $2,663 | $3,226-17.4% | $2,961-10.1% | $4,840-45.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $805 | $6,760-88.1% | $5,955-86.5% | $12,316-93.5% |