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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 | $60,399 | $138,102-56.3% | $125,381-51.8% | $134,532-55.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.24% | 750.73%-766.0pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $19,700 | $5,245+275.6% | $4,815+309.1% | $4,741+315.5% |
| Participant deferral / active EE | $17,274 | $7,801+121.4% | $7,448+131.9% | $6,401+169.9% |
| Admin fee / account holder | $5,187 | $11,568-55.2% | $10,007-48.2% | $11,429-54.6% |