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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 | $107,425 | $90,607+18.6% | $79,467+35.2% | $135,380-20.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -4.51% | 977.74%-982.2pp | 718.30%-722.8pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,972 | $3,068-35.7% | $2,800-29.6% | $4,779-58.7% |
| Participant deferral / active EE | $6,645 | $4,050+64.1% | $3,704+79.4% | $5,609+18.5% |
| Admin fee / account holder | $4,007 | $5,895-32.0% | $5,104-21.5% | $10,828-63.0% |