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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 | $53,726 | $150,442-64.3% | $136,295-60.6% | $147,585-63.6% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 22.93% | 1049.09%-1026.2pp | 5155.97%-5133.0pp | 578.56%-555.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,540 | $6,630-1.4% | $6,247+4.7% | $5,439+20.3% |
| Admin fee / account holder | $3,784 | $10,905-65.3% | $9,243-59.1% | $10,885-65.2% |