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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 | $109,496 | $90,606+20.8% | $79,466+37.8% | $135,379-19.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.31% | 977.69%-981.0pp | 718.28%-721.6pp | 519.79%-523.1pp |
| Employer contribution / active EE | $750 | $3,068-75.6% | $2,800-73.2% | $4,779-84.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,989 | $5,895+18.6% | $5,104+36.9% | $10,828-35.5% |