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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 | $104,419 | $138,102-24.4% | $125,381-16.7% | $134,532-22.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.19% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,006 | $5,245-61.8% | $4,815-58.4% | $4,741-57.7% |
| Participant deferral / active EE | $7,812 | $7,801+0.1% | $7,448+4.9% | $6,401+22.0% |
| Admin fee / account holder | $858 | $11,568-92.6% | $10,007-91.4% | $11,429-92.5% |