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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 | $130,158 | $72,465+79.6% | $67,575+92.6% | $145,884-10.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.60% | 7222.56%-7210.0pp | 3528.98%-3516.4pp | 551.85%-539.2pp |
| Employer contribution / active EE | $9,404 | $3,074+206.0% | $2,736+243.8% | $4,662+101.7% |
| Participant deferral / active EE | $5,858 | $4,786+22.4% | $4,003+46.3% | $6,690-12.4% |
| Admin fee / account holder | $2,283 | $5,515-58.6% | $3,993-42.8% | $13,392-83.0% |