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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 | $39,900 | $150,442-73.5% | $136,295-70.7% | $147,585-73.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.32% | 1049.09%-1033.8pp | 5155.97%-5140.7pp | 578.56%-563.2pp |
| Employer contribution / active EE | $2,354 | $5,256-55.2% | $4,695-49.9% | $4,876-51.7% |
| Participant deferral / active EE | $5,883 | $6,630-11.3% | $6,247-5.8% | $5,439+8.2% |
| Admin fee / account holder | $3,078 | $10,905-71.8% | $9,243-66.7% | $10,885-71.7% |