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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 | $147,243 | $150,447-2.1% | $136,298+8.0% | $147,586-0.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.50% | 1049.15%-1022.7pp | 5156.27%-5129.8pp | 578.59%-552.1pp |
| Employer contribution / active EE | $3,481 | $5,256-33.8% | $4,696-25.9% | $4,876-28.6% |
| Participant deferral / active EE | $7,375 | $6,631+11.2% | $6,247+18.1% | $5,439+35.6% |
| Admin fee / account holder | $923 | $10,906-91.5% | $9,244-90.0% | $10,886-91.5% |