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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 | $49,132 | $150,447-67.3% | $136,298-64.0% | $147,586-66.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.46% | 1049.15%-1032.7pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $5,566 | $5,256+5.9% | $4,696+18.5% | $4,876+14.1% |
| Participant deferral / active EE | $7,332 | $6,631+10.6% | $6,247+17.4% | $5,439+34.8% |
| Admin fee / account holder | $424 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |