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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 | $90,795 | $150,447-39.7% | $136,298-33.4% | $147,586-38.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.62% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $3,750 | $5,256-28.7% | $4,696-20.1% | $4,876-23.1% |
| Participant deferral / active EE | $2,551 | $6,631-61.5% | $6,247-59.2% | $5,439-53.1% |
| Admin fee / account holder | $1,873 | $10,906-82.8% | $9,244-79.7% | $10,886-82.8% |