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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 | $72,301 | $180,462-59.9% | $154,111-53.1% | $135,379-46.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.77% | 888.17%-894.9pp | 735.18%-742.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $4,678 | $6,036-22.5% | $5,298-11.7% | $4,779-2.1% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $13,072 | $16,145-19.0% | $13,411-2.5% | $10,828+20.7% |