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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 | $186,173 | $138,114+34.8% | $125,391+48.5% | $134,545+38.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.81% | 750.88%-762.7pp | 572.41%-584.2pp | 418.37%-430.2pp |
| Employer contribution / active EE | $4,489 | $5,246-14.4% | $4,816-6.8% | $4,742-5.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,814 | $11,570-23.8% | $10,009-11.9% | $11,431-22.9% |