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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 | $64,055 | $73,421-12.8% | $66,439-3.6% | $155,188-58.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 25.68% | 1382.37%-1356.7pp | 757.66%-732.0pp | 148.84%-123.2pp |
| Employer contribution / active EE | $3,759 | $3,039+23.7% | $2,637+42.6% | $4,248-11.5% |
| Participant deferral / active EE | $11,247 | $4,680+140.3% | $3,876+190.2% | $6,531+72.2% |
| Admin fee / account holder | $6,735 | $8,856-24.0% | $6,173+9.1% | $14,480-53.5% |