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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 | $118,700 | $180,466-34.2% | $154,114-23.0% | $135,382-12.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.70% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $1,731 | $6,035-71.3% | $5,298-67.3% | $4,779-63.8% |
| Participant deferral / active EE | $11,510 | $5,806+98.2% | $5,081+126.5% | $5,609+105.2% |
| Admin fee / account holder | $355 | $16,144-97.8% | $13,411-97.3% | $10,829-96.7% |