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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 | $59,142 | $138,078-57.2% | $125,363-52.8% | $134,509-56.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.90% | 750.49%-770.4pp | 572.15%-592.0pp | 418.13%-438.0pp |
| Employer contribution / active EE | $10,407 | $5,245+98.4% | $4,815+116.2% | $4,741+119.5% |
| Participant deferral / active EE | $4,609 | $7,800-40.9% | $7,447-38.1% | $6,400-28.0% |
| Admin fee / account holder | $1,694 | $11,566-85.4% | $10,005-83.1% | $11,427-85.2% |