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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 | $60,611 | $150,442-59.7% | $136,295-55.5% | $147,585-58.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.74% | 1049.09%-1033.3pp | 5155.97%-5140.2pp | 578.56%-562.8pp |
| Employer contribution / active EE | $6,572 | $5,256+25.0% | $4,695+40.0% | $4,876+34.8% |
| Participant deferral / active EE | $2,878 | $6,630-56.6% | $6,247-53.9% | $5,439-47.1% |
| Admin fee / account holder | $540 | $10,905-95.0% | $9,243-94.2% | $10,885-95.0% |