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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 | $127,630 | $171,867-25.7% | $149,721-14.8% | $147,586-13.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.20% | 2113.36%-2098.2pp | 1501.67%-1486.5pp | 578.59%-563.4pp |
| Employer contribution / active EE | $5,776 | $6,275-7.9% | $5,444+6.1% | $4,876+18.5% |
| Participant deferral / active EE | $5,087 | $7,270-30.0% | $6,568-22.6% | $5,439-6.5% |
| Admin fee / account holder | $483 | $13,799-96.5% | $11,282-95.7% | $10,886-95.6% |