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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 | $244,791 | $150,447+62.7% | $136,298+79.6% | $147,586+65.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.71% | 1049.15%-1032.4pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $4,876 | $5,256-7.2% | $4,696+3.8% | $4,8760% |
| Participant deferral / active EE | $10,812 | $6,631+63.1% | $6,247+73.1% | $5,439+98.8% |
| Admin fee / account holder | $4,737 | $10,906-56.6% | $9,244-48.8% | $10,886-56.5% |