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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 | $108,165 | $150,447-28.1% | $136,298-20.6% | $147,586-26.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.39% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,085 | $5,256-60.3% | $4,696-55.6% | $4,876-57.2% |
| Participant deferral / active EE | $5,546 | $6,631-16.4% | $6,247-11.2% | $5,439+2.0% |
| Admin fee / account holder | $2,353 | $10,906-78.4% | $9,244-74.5% | $10,886-78.4% |