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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 | $15,416 | $109,872-86.0% | $98,483-84.3% | $167,536-90.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 78.45% | 1959.31%-1880.9pp | 1494.38%-1415.9pp | 478.82%-400.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,342 | $4,673+14.3% | $4,276+24.9% | $6,342-15.8% |
| Admin fee / account holder | $1,386 | $6,757-79.5% | $5,953-76.7% | $12,315-88.7% |