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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 | $115,228 | $156,927-26.6% | $121,169-4.9% | $139,456-17.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.97% | 1475.85%-1449.9pp | 986.71%-960.7pp | 373.45%-347.5pp |
| Employer contribution / active EE | $8,333 | $5,542+50.4% | $4,168+99.9% | $4,753+75.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,454 | $6,946-64.7% | $5,645-56.5% | $11,407-78.5% |