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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 | $109,226 | $97,759+11.7% | $83,849+30.3% | $135,377-19.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.78% | 1287.41%-1292.2pp | 850.91%-855.7pp | 519.75%-524.5pp |
| Employer contribution / active EE | $3,000 | $4,222-28.9% | $3,631-17.4% | $4,779-37.2% |
| Participant deferral / active EE | $4,523 | $4,682-3.4% | $4,082+10.8% | $5,609-19.4% |
| Admin fee / account holder | $1,311 | $6,674-80.4% | $5,478-76.1% | $10,828-87.9% |