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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 | $231,330 | $138,114+67.5% | $125,391+84.5% | $134,545+71.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.26% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $3,687 | $5,246-29.7% | $4,816-23.4% | $4,742-22.2% |
| Participant deferral / active EE | $10,402 | $7,801+33.3% | $7,448+39.7% | $6,401+62.5% |
| Admin fee / account holder | $7,784 | $11,570-32.7% | $10,009-22.2% | $11,431-31.9% |