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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 | $91,924 | $97,732-5.9% | $83,831+9.7% | $135,380-32.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.38% | 1287.56%-1295.9pp | 850.99%-859.4pp | 519.81%-528.2pp |
| Employer contribution / active EE | $7,047 | $4,222+66.9% | $3,631+94.1% | $4,779+47.5% |
| Participant deferral / active EE | $9,137 | $4,683+95.1% | $4,082+123.8% | $5,609+62.9% |
| Admin fee / account holder | $731 | $6,675-89.0% | $5,479-86.7% | $10,828-93.2% |