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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 | $212,373 | $171,867+23.6% | $149,721+41.8% | $147,586+43.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.42% | 2113.36%-2097.9pp | 1501.67%-1486.3pp | 578.59%-563.2pp |
| Employer contribution / active EE | $11,369 | $6,275+81.2% | $5,444+108.8% | $4,876+133.1% |
| Participant deferral / active EE | $14,844 | $7,270+104.2% | $6,568+126.0% | $5,439+172.9% |
| Admin fee / account holder | $1,361 | $13,799-90.1% | $11,282-87.9% | $10,886-87.5% |