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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 | $65,459 | $160,059-59.1% | $140,019-53.2% | $135,380-51.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.57% | 911.48%-917.0pp | 651.17%-656.7pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,554 | $6,420-29.1% | $5,605-18.8% | $4,779-4.7% |
| Participant deferral / active EE | $7,344 | $7,641-3.9% | $6,927+6.0% | $5,609+30.9% |
| Admin fee / account holder | $5,015 | $13,328-62.4% | $10,705-53.2% | $10,828-53.7% |