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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 | $97,568 | $72,396+34.8% | $67,511+44.5% | $145,959-33.2% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 43.57% | 7194.07%-7150.5pp | 3517.41%-3473.8pp | 561.95%-518.4pp |
| Employer contribution / active EE | $6,000 | $3,071+95.4% | $2,733+119.6% | $4,661+28.7% |
| Participant deferral / active EE | $6,506 | $4,781+36.1% | $4,000+62.6% | $6,689-2.7% |
| Admin fee / account holder | $1,073 | $5,538-80.6% | $3,999-73.2% | $13,398-92.0% |