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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 | $197,666 | $171,867+15.0% | $149,721+32.0% | $147,586+33.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.51% | 2113.36%-2097.9pp | 1501.67%-1486.2pp | 578.59%-563.1pp |
| Employer contribution / active EE | $13,930 | $6,275+122.0% | $5,444+155.9% | $4,876+185.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,868 | $13,799-6.8% | $11,282+14.1% | $10,886+18.2% |