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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 | $181,238 | $99,009+83.1% | $86,581+109.3% | $147,585+22.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.53% | 1312.70%-1299.2pp | 965.06%-951.5pp | 578.58%-565.1pp |
| Employer contribution / active EE | $4,596 | $3,132+46.7% | $2,840+61.8% | $4,876-5.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,603 | $5,709+33.2% | $4,904+55.0% | $10,886-30.2% |