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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 | $148,199 | $97,759+51.6% | $83,849+76.7% | $135,377+9.5% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -0.30% | 1287.41%-1287.7pp | 850.91%-851.2pp | 519.75%-520.1pp |
| Employer contribution / active EE | $10,527 | $4,222+149.4% | $3,631+189.9% | $4,779+120.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $632 | $6,674-90.5% | $5,478-88.5% | $10,828-94.2% |