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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 | $85,527 | $109,863-22.2% | $98,477-13.2% | $167,518-48.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.16% | 1958.09%-1946.9pp | 1493.59%-1482.4pp | 478.71%-467.6pp |
| Employer contribution / active EE | $26,168 | $3,225+711.4% | $2,961+783.8% | $4,838+440.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $17,445 | $6,755+158.3% | $5,951+193.1% | $12,312+41.7% |