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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 | $97,627 | $138,102-29.3% | $125,381-22.1% | $134,532-27.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.84% | 750.73%-761.6pp | 572.31%-583.1pp | 418.27%-429.1pp |
| Employer contribution / active EE | $6,652 | $5,245+26.8% | $4,815+38.1% | $4,741+40.3% |
| Participant deferral / active EE | $8,659 | $7,801+11.0% | $7,448+16.3% | $6,401+35.3% |
| Admin fee / account holder | $708 | $11,568-93.9% | $10,007-92.9% | $11,429-93.8% |