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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 | $129,835 | $92,766+40.0% | $82,763+56.9% | $134,545-3.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -11.69% | 946.97%-958.7pp | 702.45%-714.1pp | 418.37%-430.1pp |
| Employer contribution / active EE | $5,820 | $3,273+77.8% | $3,008+93.5% | $4,742+22.7% |
| Participant deferral / active EE | $11,700 | $4,802+143.6% | $4,395+166.2% | $6,401+82.8% |
| Admin fee / account holder | $1,682 | $5,978-71.9% | $5,325-68.4% | $11,431-85.3% |