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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 | $153,478 | $138,114+11.1% | $125,391+22.4% | $134,545+14.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.41% | 750.88%-760.3pp | 572.41%-581.8pp | 418.37%-427.8pp |
| Employer contribution / active EE | $8,628 | $5,246+64.5% | $4,816+79.2% | $4,742+82.0% |
| Participant deferral / active EE | $10,404 | $7,801+33.4% | $7,448+39.7% | $6,401+62.5% |
| Admin fee / account holder | $6,189 | $11,570-46.5% | $10,009-38.2% | $11,431-45.9% |