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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 | $100,303 | $180,466-44.4% | $154,114-34.9% | $135,382-25.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.13% | 888.15%-895.3pp | 735.16%-742.3pp | 519.77%-526.9pp |
| Employer contribution / active EE | $1,494 | $6,035-75.2% | $5,298-71.8% | $4,779-68.7% |
| Participant deferral / active EE | $9,800 | $5,806+68.8% | $5,081+92.9% | $5,609+74.7% |
| Admin fee / account holder | $1,209 | $16,144-92.5% | $13,411-91.0% | $10,829-88.8% |