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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 | $125,392 | $171,492-26.9% | $150,734-16.8% | $198,609-36.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 76.91% | 804.70%-727.8pp | 600.81%-523.9pp | 202.70%-125.8pp |
| Employer contribution / active EE | $9,961 | $5,470+82.1% | $4,918+102.5% | $5,055+97.0% |
| Participant deferral / active EE | $4,270 | $6,259-31.8% | $5,610-23.9% | $6,977-38.8% |
| Admin fee / account holder | $664 | $17,628-96.2% | $14,905-95.5% | $19,030-96.5% |