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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 | $42,312 | $138,114-69.4% | $125,391-66.3% | $134,545-68.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.98% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $7,994 | $5,246+52.4% | $4,816+66.0% | $4,742+68.6% |
| Participant deferral / active EE | $12,426 | $7,801+59.3% | $7,448+66.8% | $6,401+94.1% |
| Admin fee / account holder | $500 | $11,570-95.7% | $10,009-95.0% | $11,431-95.6% |