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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 | $79,969 | $180,466-55.7% | $154,114-48.1% | $135,382-40.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.51% | 888.15%-893.7pp | 735.16%-740.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $2,016 | $6,035-66.6% | $5,298-61.9% | $4,779-57.8% |
| Participant deferral / active EE | $4,623 | $5,806-20.4% | $5,081-9.0% | $5,609-17.6% |
| Admin fee / account holder | $11,514 | $16,144-28.7% | $13,411-14.1% | $10,829+6.3% |