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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 | $90,434 | $90,607-0.2% | $79,467+13.8% | $135,380-33.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 13.40% | 977.74%-964.3pp | 718.30%-704.9pp | 519.81%-506.4pp |
| Employer contribution / active EE | $6,154 | $3,068+100.6% | $2,800+119.7% | $4,779+28.8% |
| Participant deferral / active EE | $5,079 | $4,050+25.4% | $3,704+37.1% | $5,609-9.4% |
| Admin fee / account holder | $716 | $5,895-87.9% | $5,104-86.0% | $10,828-93.4% |