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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 | $242,638 | $138,114+75.7% | $125,391+93.5% | $134,545+80.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.82% | 750.88%-758.7pp | 572.41%-580.2pp | 418.37%-426.2pp |
| Employer contribution / active EE | $3,876 | $5,246-26.1% | $4,816-19.5% | $4,742-18.3% |
| Participant deferral / active EE | $10,794 | $7,801+38.4% | $7,448+44.9% | $6,401+68.6% |
| Admin fee / account holder | $5,997 | $11,570-48.2% | $10,009-40.1% | $11,431-47.5% |