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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 | $192,842 | $150,446+28.2% | $136,297+41.5% | $147,585+30.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.76% | 1049.14%-1027.4pp | 5156.19%-5134.4pp | 578.58%-556.8pp |
| Employer contribution / active EE | $4,127 | $5,256-21.5% | $4,696-12.1% | $4,876-15.4% |
| Participant deferral / active EE | $6,667 | $6,631+0.5% | $6,247+6.7% | $5,439+22.6% |
| Admin fee / account holder | $1,327 | $10,906-87.8% | $9,244-85.6% | $10,886-87.8% |