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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 | $166,672 | $180,462-7.6% | $154,111+8.2% | $135,379+23.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.05% | 888.17%-889.2pp | 735.18%-736.2pp | 519.79%-520.8pp |
| Employer contribution / active EE | $13,877 | $6,036+129.9% | $5,298+161.9% | $4,779+190.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,582 | $16,145-90.2% | $13,411-88.2% | $10,828-85.4% |