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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 | $63,692 | $138,102-53.9% | $125,381-49.2% | $134,532-52.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.35% | 750.73%-753.1pp | 572.31%-574.7pp | 418.27%-420.6pp |
| Employer contribution / active EE | $7,333 | $5,245+39.8% | $4,815+52.3% | $4,741+54.7% |
| Participant deferral / active EE | $5,849 | $7,801-25.0% | $7,448-21.5% | $6,401-8.6% |
| Admin fee / account holder | $1,349 | $11,568-88.3% | $10,007-86.5% | $11,429-88.2% |