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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 | $129,270 | $150,447-14.1% | $136,298-5.2% | $147,586-12.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.10% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $2,305 | $5,256-56.2% | $4,696-50.9% | $4,876-52.7% |
| Participant deferral / active EE | $8,763 | $6,631+32.2% | $6,247+40.3% | $5,439+61.1% |
| Admin fee / account holder | $7,112 | $10,906-34.8% | $9,244-23.1% | $10,886-34.7% |