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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 | $117,326 | $180,462-35.0% | $154,111-23.9% | $135,379-13.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.04% | 888.17%-894.2pp | 735.18%-741.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $5,335 | $6,036-11.6% | $5,298+0.7% | $4,779+11.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,302 | $16,145-54.8% | $13,411-45.6% | $10,828-32.6% |