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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 | $192,252 | $138,114+39.2% | $125,391+53.3% | $134,545+42.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 25.07% | 750.88%-725.8pp | 572.41%-547.3pp | 418.37%-393.3pp |
| Employer contribution / active EE | $20,358 | $5,246+288.1% | $4,816+322.7% | $4,742+329.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,702 | $11,570-33.4% | $10,009-23.0% | $11,431-32.6% |