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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 | $112,118 | $90,606+23.7% | $79,466+41.1% | $135,379-17.2% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -1.54% | 977.69%-979.2pp | 718.28%-719.8pp | 519.79%-521.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,105 | $4,050+1.3% | $3,704+10.8% | $5,609-26.8% |
| Admin fee / account holder | $2,626 | $5,895-55.4% | $5,104-48.5% | $10,828-75.7% |