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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 | $107,208 | $72,446+48.0% | $67,561+58.7% | $145,877-26.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.35% | 7211.98%-7195.6pp | 3525.44%-3509.1pp | 551.28%-534.9pp |
| Employer contribution / active EE | $6,100 | $3,072+98.5% | $2,735+123.0% | $4,663+30.8% |
| Participant deferral / active EE | $6,105 | $4,785+27.6% | $4,003+52.5% | $6,691-8.7% |
| Admin fee / account holder | $986 | $5,541-82.2% | $4,006-75.4% | $13,402-92.6% |