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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 | $235,508 | $99,011+137.9% | $86,582+172.0% | $147,586+59.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.93% | 1312.75%-1291.8pp | 965.08%-944.2pp | 578.59%-557.7pp |
| Employer contribution / active EE | $25,491 | $3,132+713.8% | $2,839+797.7% | $4,876+422.7% |
| Participant deferral / active EE | $4,215 | $3,972+6.1% | $3,609+16.8% | $5,439-22.5% |
| Admin fee / account holder | $8,149 | $5,709+42.8% | $4,904+66.2% | $10,886-25.1% |