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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 | $154,645 | $97,732+58.2% | $83,831+84.5% | $135,380+14.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.57% | 1287.56%-1292.1pp | 850.99%-855.6pp | 519.81%-524.4pp |
| Employer contribution / active EE | $13,135 | $4,222+211.1% | $3,631+261.7% | $4,779+174.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,219 | $6,675-81.7% | $5,479-77.7% | $10,828-88.7% |