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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 | $105,710 | $138,102-23.5% | $125,381-15.7% | $134,532-21.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.25% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $4,940 | $5,245-5.8% | $4,815+2.6% | $4,741+4.2% |
| Participant deferral / active EE | $11,550 | $7,801+48.1% | $7,448+55.1% | $6,401+80.4% |
| Admin fee / account holder | $351 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |