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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 | $157,044 | $138,114+13.7% | $125,391+25.2% | $134,545+16.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.60% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $17,293 | $5,246+229.6% | $4,816+259.1% | $4,742+264.7% |
| Participant deferral / active EE | $8,232 | $7,801+5.5% | $7,448+10.5% | $6,401+28.6% |
| Admin fee / account holder | $5,781 | $11,570-50.0% | $10,009-42.2% | $11,431-49.4% |