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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 | $225,035 | $135,639+65.9% | $110,241+104.1% | $135,382+66.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.15% | 513.21%-513.1pp | 314.75%-314.6pp | 519.77%-519.6pp |
| Employer contribution / active EE | $8,380 | $4,907+70.8% | $3,827+119.0% | $4,779+75.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $616 | $11,457-94.6% | $8,548-92.8% | $10,829-94.3% |