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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 | $152,481 | $150,447+1.4% | $136,298+11.9% | $147,586+3.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.79% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $4,232 | $5,256-19.5% | $4,696-9.9% | $4,876-13.2% |
| Participant deferral / active EE | $2,678 | $6,631-59.6% | $6,247-57.1% | $5,439-50.8% |
| Admin fee / account holder | $1,309 | $10,906-88.0% | $9,244-85.8% | $10,886-88.0% |