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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 | $109,547 | $90,617+20.9% | $79,476+37.8% | $135,382-19.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.85% | 977.57%-982.4pp | 718.21%-723.1pp | 519.77%-524.6pp |
| Employer contribution / active EE | $10,322 | $3,068+236.5% | $2,800+268.6% | $4,779+116.0% |
| Participant deferral / active EE | $7,143 | $4,050+76.3% | $3,704+92.8% | $5,609+27.3% |
| Admin fee / account holder | $2,152 | $5,907-63.6% | $5,113-57.9% | $10,829-80.1% |