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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 | $133,720 | $72,426+84.6% | $67,560+97.9% | $145,897-8.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.76% | 7226.78%-7213.0pp | 3533.50%-3519.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,670 | $3,074+51.9% | $2,737+70.6% | $4,663+0.2% |
| Participant deferral / active EE | $7,450 | $4,785+55.7% | $4,004+86.1% | $6,689+11.4% |
| Admin fee / account holder | $4,281 | $5,514-22.4% | $3,994+7.2% | $13,390-68.0% |