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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 | $85,824 | $160,059-46.4% | $140,019-38.7% | $135,380-36.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.91% | 911.48%-919.4pp | 651.17%-659.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $3,331 | $6,420-48.1% | $5,605-40.6% | $4,779-30.3% |
| Participant deferral / active EE | $9,340 | $7,641+22.2% | $6,927+34.8% | $5,609+66.5% |
| Admin fee / account holder | $649 | $13,328-95.1% | $10,705-93.9% | $10,828-94.0% |