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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 | $197,382 | $160,059+23.3% | $140,019+41.0% | $135,382+45.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.61% | 911.44%-918.1pp | 651.15%-657.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $8,616 | $6,420+34.2% | $5,605+53.7% | $4,779+80.3% |
| Participant deferral / active EE | $9,006 | $7,641+17.9% | $6,927+30.0% | $5,609+60.6% |
| Admin fee / account holder | $1,624 | $13,328-87.8% | $10,705-84.8% | $10,829-85.0% |