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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 | $106,205 | $138,102-23.1% | $125,381-15.3% | $134,532-21.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.85% | 750.73%-759.6pp | 572.31%-581.2pp | 418.27%-427.1pp |
| Employer contribution / active EE | $22,112 | $5,245+321.5% | $4,815+359.2% | $4,741+366.4% |
| Participant deferral / active EE | $21,240 | $7,801+172.3% | $7,448+185.2% | $6,401+231.8% |
| Admin fee / account holder | $615 | $11,568-94.7% | $10,007-93.9% | $11,429-94.6% |