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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 | $214,870 | $150,447+42.8% | $136,298+57.6% | $147,586+45.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.73% | 1049.15%-1035.4pp | 5156.27%-5142.5pp | 578.59%-564.9pp |
| Employer contribution / active EE | $9,270 | $5,256+76.4% | $4,696+97.4% | $4,876+90.1% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,763 | $10,906-1.3% | $9,244+16.4% | $10,886-1.1% |