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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 | $166,429 | $180,459-7.8% | $154,108+8.0% | $135,380+22.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.84% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,869 | $6,035-69.0% | $5,298-64.7% | $4,779-60.9% |
| Participant deferral / active EE | $10,026 | $5,806+72.7% | $5,081+97.3% | $5,609+78.8% |
| Admin fee / account holder | $4,215 | $16,145-73.9% | $13,411-68.6% | $10,828-61.1% |