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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 | $215,637 | $150,447+43.3% | $136,298+58.2% | $147,586+46.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.45% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $7,051 | $5,256+34.1% | $4,696+50.2% | $4,876+44.6% |
| Participant deferral / active EE | $4,769 | $6,631-28.1% | $6,247-23.7% | $5,439-12.3% |
| Admin fee / account holder | $3,551 | $10,906-67.4% | $9,244-61.6% | $10,886-67.4% |