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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 | $159,934-53.3% | $147,005-49.2% | $145,959-48.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 707.90% | 98.24%+609.7pp | 418.76%+289.1pp | 561.95%+146.0pp |
| Employer contribution / active EE | $35,546 | $5,287+572.3% | $4,934+620.4% | $4,661+662.7% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,276 | $15,053+21.4% | $13,006+40.5% | $13,398+36.4% |