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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 | $239,401 | $138,114+73.3% | $125,391+90.9% | $134,545+77.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -13.08% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $2,737 | $5,246-47.8% | $4,816-43.2% | $4,742-42.3% |
| Participant deferral / active EE | $3,409 | $7,801-56.3% | $7,448-54.2% | $6,401-46.7% |
| Admin fee / account holder | $13,567 | $11,570+17.3% | $10,009+35.6% | $11,431+18.7% |