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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 | $115,839 | $176,688-34.4% | $130,660-11.3% | $152,909-24.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 16.68% | 2693.08%-2676.4pp | 1709.29%-1692.6pp | 345.46%-328.8pp |
| Employer contribution / active EE | $25,200 | $5,743+338.8% | $4,092+515.8% | $4,764+429.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,666 | $7,131-76.6% | $5,463-69.5% | $11,601-85.6% |