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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 | $74,706 | $160,070-53.3% | $147,117-49.2% | $145,897-48.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 707.90% | 98.69%+609.2pp | 420.54%+287.4pp | 552.29%+155.6pp |
| Employer contribution / active EE | $35,546 | $5,285+572.6% | $4,932+620.6% | $4,663+662.4% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,276 | $15,035+21.6% | $12,993+40.7% | $13,390+36.5% |