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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 | $249,826 | $138,078+80.9% | $125,363+99.3% | $134,509+85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.30% | 750.49%-763.8pp | 572.15%-585.4pp | 418.13%-431.4pp |
| Employer contribution / active EE | $1,123 | $5,245-78.6% | $4,815-76.7% | $4,741-76.3% |
| Participant deferral / active EE | $4,200 | $7,800-46.2% | $7,447-43.6% | $6,400-34.4% |
| Admin fee / account holder | $637 | $11,566-94.5% | $10,005-93.6% | $11,427-94.4% |