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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 | $108,225 | $138,078-21.6% | $125,363-13.7% | $134,509-19.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.30% | 750.49%-763.8pp | 572.15%-585.5pp | 418.13%-431.4pp |
| Employer contribution / active EE | $15,000 | $5,245+186.0% | $4,815+211.5% | $4,741+216.4% |
| Participant deferral / active EE | $17,913 | $7,800+129.7% | $7,447+140.5% | $6,400+179.9% |
| Admin fee / account holder | $2,668 | $11,566-76.9% | $10,005-73.3% | $11,427-76.7% |