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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 | $243,868 | $138,114+76.6% | $125,391+94.5% | $134,545+81.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.12% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $9,619 | $5,246+83.4% | $4,816+99.7% | $4,742+102.9% |
| Participant deferral / active EE | $18,420 | $7,801+136.1% | $7,448+147.3% | $6,401+187.8% |
| Admin fee / account holder | $1,812 | $11,570-84.3% | $10,009-81.9% | $11,431-84.1% |