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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 | $44,285 | $175,257-74.7% | $149,717-70.4% | $139,456-68.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.70%-166.7pp | 134.41%-134.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $10,219 | $5,477+86.6% | $4,820+112.0% | $4,753+115.0% |
| Participant deferral / active EE | $6,335 | $6,521-2.9% | $5,682+11.5% | $6,711-5.6% |
| Admin fee / account holder | $1,068 | $16,156-93.4% | $13,213-91.9% | $11,407-90.6% |