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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 | $69,364 | $76,519-9.4% | $56,025+23.8% | $145,897-52.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.37% | 3017.03%-3007.7pp | 1712.69%-1703.3pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,333 | $1,383+68.7% | $1,042+124.0% | $4,663-50.0% |
| Participant deferral / active EE | $3,728 | $2,624+42.0% | $1,955+90.7% | $6,689-44.3% |
| Admin fee / account holder | $9,816 | $3,331+194.7% | $2,828+247.0% | $13,390-26.7% |