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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 | $213,865 | $169,237+26.4% | $129,339+65.4% | $145,978+46.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 80.17% | 14364.43%-14284.3pp | 9437.05%-9356.9pp | 550.52%-470.3pp |
| Employer contribution / active EE | $429 | $5,540-92.3% | $4,154-89.7% | $4,662-90.8% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,632 | $9,882+27.8% | $7,668+64.7% | $13,400-5.7% |