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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 | $237,098 | $138,075+71.7% | $123,552+91.9% | $135,379+75.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.24% | 153.70%-155.9pp | 119.20%-121.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $13,510 | $5,152+162.2% | $4,628+191.9% | $4,779+182.7% |
| Participant deferral / active EE | $10,237 | $6,800+50.5% | $6,426+59.3% | $5,609+82.5% |
| Admin fee / account holder | $3,882 | $10,917-64.4% | $9,285-58.2% | $10,828-64.1% |