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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 | $65,145 | $150,445-56.7% | $136,297-52.2% | $147,585-55.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 63.96% | 1049.14%-985.2pp | 5156.16%-5092.2pp | 578.57%-514.6pp |
| Employer contribution / active EE | $1,586 | $5,256-69.8% | $4,696-66.2% | $4,876-67.5% |
| Participant deferral / active EE | $5,282 | $6,631-20.3% | $6,247-15.5% | $5,439-2.9% |
| Admin fee / account holder | $477 | $10,906-95.6% | $9,244-94.8% | $10,885-95.6% |