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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 | $56,470 | $150,447-62.5% | $136,298-58.6% | $147,586-61.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.79% | 1049.15%-1031.4pp | 5156.27%-5138.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,572 | $5,256-51.1% | $4,696-45.2% | $4,876-47.3% |
| Participant deferral / active EE | $14,600 | $6,631+120.2% | $6,247+133.7% | $5,439+168.4% |
| Admin fee / account holder | $8,370 | $10,906-23.3% | $9,244-9.5% | $10,886-23.1% |