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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 | $28,234 | $148,582-81.0% | $135,942-79.2% | $139,456-79.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1585.26% | 79.26%+1506.0pp | 68.28%+1517.0pp | 373.45%+1211.8pp |
| Employer contribution / active EE | $2,458 | $5,245-53.1% | $4,858-49.4% | $4,753-48.3% |
| Participant deferral / active EE | $6,536 | $8,101-19.3% | $7,759-15.8% | $6,711-2.6% |
| Admin fee / account holder | $744 | $12,402-94.0% | $10,764-93.1% | $11,407-93.5% |