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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 | $144,568 | $72,465+99.5% | $67,575+113.9% | $145,884-0.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.64% | 7222.56%-7211.9pp | 3528.98%-3518.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $6,925 | $3,074+125.3% | $2,736+153.2% | $4,662+48.5% |
| Participant deferral / active EE | $11,251 | $4,786+135.1% | $4,003+181.0% | $6,690+68.2% |
| Admin fee / account holder | $1,054 | $5,515-80.9% | $3,993-73.6% | $13,392-92.1% |