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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 | $169,618 | $138,114+22.8% | $125,391+35.3% | $134,545+26.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 17.99% | 750.88%-732.9pp | 572.41%-554.4pp | 418.37%-400.4pp |
| Employer contribution / active EE | $11,962 | $5,246+128.0% | $4,816+148.4% | $4,742+152.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,518 | $11,570-69.6% | $10,009-64.8% | $11,431-69.2% |