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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 | $197,017 | $180,466+9.2% | $154,114+27.8% | $135,382+45.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.85% | 888.15%-894.0pp | 735.16%-741.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $7,904 | $6,035+31.0% | $5,298+49.2% | $4,779+65.4% |
| Participant deferral / active EE | $6,732 | $5,806+15.9% | $5,081+32.5% | $5,609+20.0% |
| Admin fee / account holder | $854 | $16,144-94.7% | $13,411-93.6% | $10,829-92.1% |