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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 | $243,029 | $138,076+76.0% | $123,553+96.7% | $135,380+79.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.63% | 153.70%-154.3pp | 119.21%-119.8pp | 519.81%-520.4pp |
| Employer contribution / active EE | $16,364 | $5,152+217.6% | $4,628+253.6% | $4,779+242.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,089 | $10,917-90.0% | $9,284-88.3% | $10,828-89.9% |