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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 | $237,913 | $150,447+58.1% | $136,298+74.6% | $147,586+61.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.52% | 1049.15%-1024.6pp | 5156.27%-5131.7pp | 578.59%-554.1pp |
| Employer contribution / active EE | $3,139 | $5,256-40.3% | $4,696-33.2% | $4,876-35.6% |
| Participant deferral / active EE | $7,660 | $6,631+15.5% | $6,247+22.6% | $5,439+40.8% |
| Admin fee / account holder | $2,106 | $10,906-80.7% | $9,244-77.2% | $10,886-80.7% |