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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 | $169,399 | $190,862-11.2% | $159,991+5.9% | $134,509+25.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.99% | 552.59%-569.6pp | 408.82%-425.8pp | 418.13%-435.1pp |
| Employer contribution / active EE | $15,994 | $4,995+220.2% | $4,225+278.6% | $4,741+237.4% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,713 | $10,495-83.7% | $8,715-80.3% | $11,427-85.0% |