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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 | $239,019 | $88,778+169.2% | $81,844+192.0% | $145,884+63.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.14% | 1033.03%-1004.9pp | 778.87%-750.7pp | 551.85%-523.7pp |
| Employer contribution / active EE | $6,667 | $3,087+116.0% | $2,916+128.6% | $4,662+43.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $742 | $8,430-91.2% | $7,355-89.9% | $13,392-94.5% |