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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 | $171,430 | $135,645+26.4% | $110,243+55.5% | $135,380+26.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.74% | 513.24%-520.0pp | 314.76%-321.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $6,228 | $4,907+26.9% | $3,827+62.8% | $4,779+30.3% |
| Participant deferral / active EE | $6,228 | $5,507+13.1% | $4,672+33.3% | $5,609+11.0% |
| Admin fee / account holder | $1,587 | $11,458-86.1% | $8,548-81.4% | $10,828-85.3% |