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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 | $184,069 | $171,867+7.1% | $149,721+22.9% | $147,586+24.7% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 12.28% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.3pp |
| Employer contribution / active EE | $1,853 | $6,275-70.5% | $5,444-66.0% | $4,876-62.0% |
| Participant deferral / active EE | $6,000 | $7,270-17.5% | $6,568-8.7% | $5,439+10.3% |
| Admin fee / account holder | $27,871 | $13,799+102.0% | $11,282+147.0% | $10,886+156.0% |