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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 | $98,137 | $90,617+8.3% | $79,476+23.5% | $135,382-27.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.70% | 977.57%-969.9pp | 718.21%-710.5pp | 519.77%-512.1pp |
| Employer contribution / active EE | $9,643 | $3,068+214.3% | $2,800+244.4% | $4,779+101.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $518 | $5,907-91.2% | $5,113-89.9% | $10,829-95.2% |