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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 | $202,158 | $138,076+46.4% | $123,553+63.6% | $135,380+49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.04% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $7,729 | $5,152+50.0% | $4,628+67.0% | $4,779+61.7% |
| Participant deferral / active EE | $6,059 | $6,800-10.9% | $6,426-5.7% | $5,609+8.0% |
| Admin fee / account holder | $4,776 | $10,917-56.2% | $9,284-48.6% | $10,828-55.9% |