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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 | $103,921 | $150,446-30.9% | $136,297-23.8% | $147,585-29.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.15% | 1049.14%-1015.0pp | 5156.19%-5122.0pp | 578.58%-544.4pp |
| Employer contribution / active EE | $8,345 | $5,256+58.8% | $4,696+77.7% | $4,876+71.1% |
| Participant deferral / active EE | $8,947 | $6,631+34.9% | $6,247+43.2% | $5,439+64.5% |
| Admin fee / account holder | $975 | $10,906-91.1% | $9,244-89.4% | $10,886-91.0% |