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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 | $102,553 | $150,447-31.8% | $136,298-24.8% | $147,586-30.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.59% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $2,382 | $5,256-54.7% | $4,696-49.3% | $4,876-51.2% |
| Participant deferral / active EE | $4,845 | $6,631-26.9% | $6,247-22.4% | $5,439-10.9% |
| Admin fee / account holder | $372 | $10,906-96.6% | $9,244-96.0% | $10,886-96.6% |