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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 | $229,326 | $180,462+27.1% | $154,111+48.8% | $135,379+69.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -8.45% | 888.17%-896.6pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $11,544 | $6,036+91.3% | $5,298+117.9% | $4,779+141.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,332 | $16,145-79.4% | $13,411-75.2% | $10,828-69.2% |