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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 | $168,429 | $138,114+21.9% | $125,391+34.3% | $134,545+25.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.75% | 750.88%-769.6pp | 572.41%-591.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $5,276 | $5,246+0.6% | $4,816+9.5% | $4,742+11.3% |
| Participant deferral / active EE | $9,021 | $7,801+15.6% | $7,448+21.1% | $6,401+40.9% |
| Admin fee / account holder | $1,388 | $11,570-88.0% | $10,009-86.1% | $11,431-87.9% |