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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 | $211,860 | $150,447+40.8% | $136,298+55.4% | $147,586+43.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.12% | 1049.15%-1035.0pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,909 | $5,256-44.7% | $4,696-38.0% | $4,876-40.3% |
| Participant deferral / active EE | $8,215 | $6,631+23.9% | $6,247+31.5% | $5,439+51.0% |
| Admin fee / account holder | $2,665 | $10,906-75.6% | $9,244-71.2% | $10,886-75.5% |