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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 | $213,234 | $150,447+41.7% | $136,298+56.4% | $147,586+44.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.49% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $3,155 | $5,256-40.0% | $4,696-32.8% | $4,876-35.3% |
| Participant deferral / active EE | $7,557 | $6,631+14.0% | $6,247+21.0% | $5,439+38.9% |
| Admin fee / account holder | $1,992 | $10,906-81.7% | $9,244-78.4% | $10,886-81.7% |