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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 | $158,761 | $138,114+14.9% | $125,391+26.6% | $134,545+18.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.97% | 750.88%-765.9pp | 572.41%-587.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $1,909 | $5,246-63.6% | $4,816-60.4% | $4,742-59.7% |
| Participant deferral / active EE | $15,012 | $7,801+92.4% | $7,448+101.5% | $6,401+134.5% |
| Admin fee / account holder | $1,146 | $11,570-90.1% | $10,009-88.5% | $11,431-90.0% |