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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 | $215,421 | $202,342+6.5% | $172,752+24.7% | $152,897+40.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.37% | 1029.83%-1013.5pp | 802.97%-786.6pp | 345.43%-329.1pp |
| Employer contribution / active EE | $22,500 | $5,858+284.1% | $5,144+337.4% | $4,764+372.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $43,412 | $17,111+153.7% | $13,955+211.1% | $11,599+274.3% |