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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 | $136,595 | $72,403+88.7% | $67,524+102.3% | $145,978-6.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.21% | 7197.23%-7184.0pp | 3519.41%-3506.2pp | 550.52%-537.3pp |
| Employer contribution / active EE | $10,675 | $3,072+247.5% | $2,734+290.5% | $4,662+129.0% |
| Participant deferral / active EE | $7,094 | $4,782+48.3% | $4,001+77.3% | $6,690+6.0% |
| Admin fee / account holder | $12,434 | $5,541+124.4% | $4,001+210.8% | $13,400-7.2% |