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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 | $243,869 | $150,447+62.1% | $136,298+78.9% | $147,586+65.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.50% | 1049.15%-1037.7pp | 5156.27%-5144.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $3,868 | $5,256-26.4% | $4,696-17.6% | $4,876-20.7% |
| Participant deferral / active EE | $6,477 | $6,631-2.3% | $6,247+3.7% | $5,439+19.1% |
| Admin fee / account holder | $6,000 | $10,906-45.0% | $9,244-35.1% | $10,886-44.9% |