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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 | $94,480 | $97,759-3.4% | $83,849+12.7% | $135,377-30.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.23% | 1287.41%-1293.6pp | 850.91%-857.1pp | 519.75%-526.0pp |
| Employer contribution / active EE | $17,060 | $4,222+304.1% | $3,631+369.8% | $4,779+257.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $609 | $6,674-90.9% | $5,478-88.9% | $10,828-94.4% |