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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 | $129,709 | $97,732+32.7% | $83,831+54.7% | $135,380-4.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.82% | 1287.56%-1282.7pp | 850.99%-846.2pp | 519.81%-515.0pp |
| Employer contribution / active EE | $8,333 | $4,222+97.4% | $3,631+129.5% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $764 | $6,675-88.6% | $5,479-86.1% | $10,828-92.9% |