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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 | $178,198 | $99,031+79.9% | $86,597+105.8% | $147,585+20.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.60% | 1312.56%-1296.0pp | 964.96%-948.4pp | 578.57%-562.0pp |
| Employer contribution / active EE | $10,530 | $3,132+236.2% | $2,840+270.8% | $4,876+115.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,240 | $5,711-60.8% | $4,906-54.3% | $10,885-79.4% |