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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 | $234,943 | $180,462+30.2% | $154,111+52.4% | $135,379+73.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.12% | 888.17%-891.3pp | 735.18%-738.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $5,862 | $6,036-2.9% | $5,298+10.6% | $4,779+22.7% |
| Participant deferral / active EE | $5,760 | $5,806-0.8% | $5,081+13.4% | $5,609+2.7% |
| Admin fee / account holder | $7,065 | $16,145-56.2% | $13,411-47.3% | $10,828-34.8% |