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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 | $211,477 | $171,867+23.0% | $149,721+41.2% | $147,586+43.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.78% | 2113.36%-2101.6pp | 1501.67%-1489.9pp | 578.59%-566.8pp |
| Employer contribution / active EE | $9,980 | $6,275+59.1% | $5,444+83.3% | $4,876+104.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,664 | $13,799-51.7% | $11,282-40.9% | $10,886-38.8% |