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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 | $40,948 | $97,732-58.1% | $83,831-51.2% | $135,380-69.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.58% | 1287.56%-1296.1pp | 850.99%-859.6pp | 519.81%-528.4pp |
| Employer contribution / active EE | $7,273 | $4,222+72.3% | $3,631+100.3% | $4,779+52.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $415 | $6,675-93.8% | $5,479-92.4% | $10,828-96.2% |