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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 | $91,769 | $99,017-7.3% | $86,587+6.0% | $147,585-37.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.24% | 1312.37%-1295.1pp | 964.86%-947.6pp | 578.56%-561.3pp |
| Employer contribution / active EE | $7,767 | $3,132+148.0% | $2,839+173.5% | $4,876+59.3% |
| Participant deferral / active EE | $6,258 | $3,972+57.6% | $3,609+73.4% | $5,439+15.1% |
| Admin fee / account holder | $3,709 | $5,710-35.0% | $4,906-24.4% | $10,885-65.9% |