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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 | $139,742 | $160,059-12.7% | $140,019-0.2% | $135,380+3.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.45% | 911.48%-918.9pp | 651.17%-658.6pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,856 | $6,420-39.9% | $5,605-31.2% | $4,779-19.3% |
| Participant deferral / active EE | $16,333 | $7,641+113.8% | $6,927+135.8% | $5,609+191.2% |
| Admin fee / account holder | $1,359 | $13,328-89.8% | $10,705-87.3% | $10,828-87.4% |