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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 | $146,050 | $99,011+47.5% | $86,582+68.7% | $147,586-1.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.11% | 1312.75%-1292.6pp | 965.08%-945.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $10,848 | $3,132+246.3% | $2,839+282.0% | $4,876+122.5% |
| Participant deferral / active EE | $1,028 | $3,972-74.1% | $3,609-71.5% | $5,439-81.1% |
| Admin fee / account holder | $1,881 | $5,709-67.1% | $4,904-61.7% | $10,886-82.7% |