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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 | $167,395 | $150,447+11.3% | $136,298+22.8% | $147,586+13.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.23% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.4pp |
| Employer contribution / active EE | $8,151 | $5,256+55.1% | $4,696+73.6% | $4,876+67.1% |
| Participant deferral / active EE | $10,213 | $6,631+54.0% | $6,247+63.5% | $5,439+87.8% |
| Admin fee / account holder | $24,718 | $10,906+126.6% | $9,244+167.4% | $10,886+127.1% |