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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 | $221,314 | $97,732+126.5% | $83,831+164.0% | $135,380+63.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.03% | 1287.56%-1291.6pp | 850.99%-855.0pp | 519.81%-523.8pp |
| Employer contribution / active EE | $9,572 | $4,222+126.7% | $3,631+163.6% | $4,779+100.3% |
| Participant deferral / active EE | $5,872 | $4,683+25.4% | $4,082+43.8% | $5,609+4.7% |
| Admin fee / account holder | $9,977 | $6,675+49.5% | $5,479+82.1% | $10,828-7.9% |