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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 | $23,519 | $76,522-69.3% | $56,033-58.0% | $145,884-83.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.08% | 3014.28%-3005.2pp | 1711.38%-1702.3pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,606 | $1,382+160.9% | $1,041+246.5% | $4,662-22.6% |
| Participant deferral / active EE | $1,505 | $2,624-42.6% | $1,954-23.0% | $6,690-77.5% |
| Admin fee / account holder | $332 | $3,328-90.0% | $2,827-88.2% | $13,392-97.5% |