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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 | $72,465+34.6% | $67,575+44.4% | $145,884-33.1% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 43.57% | 7222.56%-7179.0pp | 3528.98%-3485.4pp | 551.85%-508.3pp |
| Employer contribution / active EE | $6,000 | $3,074+95.2% | $2,736+119.3% | $4,662+28.7% |
| Participant deferral / active EE | $6,506 | $4,786+35.9% | $4,003+62.5% | $6,690-2.7% |
| Admin fee / account holder | $1,073 | $5,515-80.5% | $3,993-73.1% | $13,392-92.0% |