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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 | $221,074 | $160,059+38.1% | $140,019+57.9% | $135,380+63.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.48% | 911.48%-919.0pp | 651.17%-658.6pp | 519.81%-527.3pp |
| Employer contribution / active EE | $11,320 | $6,420+76.3% | $5,605+101.9% | $4,779+136.9% |
| Participant deferral / active EE | $15,301 | $7,641+100.3% | $6,927+120.9% | $5,609+172.8% |
| Admin fee / account holder | $2,044 | $13,328-84.7% | $10,705-80.9% | $10,828-81.1% |