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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 | $183,364 | $138,102+32.8% | $125,381+46.2% | $134,532+36.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.65% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $3,255 | $5,245-37.9% | $4,815-32.4% | $4,741-31.3% |
| Participant deferral / active EE | $12,680 | $7,801+62.6% | $7,448+70.3% | $6,401+98.1% |
| Admin fee / account holder | $1,987 | $11,568-82.8% | $10,007-80.1% | $11,429-82.6% |