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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 | $143,558 | $171,867-16.5% | $149,721-4.1% | $147,586-2.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.51% | 2113.36%-2098.9pp | 1501.67%-1487.2pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,327 | $6,275-78.8% | $5,444-75.6% | $4,876-72.8% |
| Participant deferral / active EE | $5,935 | $7,270-18.4% | $6,568-9.6% | $5,439+9.1% |
| Admin fee / account holder | $16,317 | $13,799+18.2% | $11,282+44.6% | $10,886+49.9% |