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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 | $131,877 | $99,011+33.2% | $86,582+52.3% | $147,586-10.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.69% | 1312.75%-1299.1pp | 965.08%-951.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $6,633 | $3,132+111.8% | $2,839+133.6% | $4,876+36.0% |
| Participant deferral / active EE | $7,706 | $3,972+94.0% | $3,609+113.6% | $5,439+41.7% |
| Admin fee / account holder | $4,150 | $5,709-27.3% | $4,904-15.4% | $10,886-61.9% |