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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 | $139,958 | $138,102+1.3% | $125,381+11.6% | $134,532+4.0% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -13.39% | 750.73%-764.1pp | 572.31%-585.7pp | 418.27%-431.7pp |
| Employer contribution / active EE | $8,125 | $5,245+54.9% | $4,815+68.7% | $4,741+71.4% |
| Participant deferral / active EE | $3,405 | $7,801-56.4% | $7,448-54.3% | $6,401-46.8% |
| Admin fee / account holder | $4,133 | $11,568-64.3% | $10,007-58.7% | $11,429-63.8% |