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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 | $103,397 | $109,872-5.9% | $98,483+5.0% | $167,536-38.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.26% | 1959.31%-1944.1pp | 1494.38%-1479.1pp | 478.82%-463.6pp |
| Employer contribution / active EE | $7,714 | $3,225+139.2% | $2,961+160.6% | $4,839+59.4% |
| Participant deferral / active EE | $5,286 | $4,673+13.1% | $4,276+23.6% | $6,342-16.7% |
| Admin fee / account holder | $1,317 | $6,757-80.5% | $5,953-77.9% | $12,315-89.3% |