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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 | $110,676 | $160,059-30.9% | $140,019-21.0% | $135,379-18.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.91% | 911.44%-916.4pp | 651.15%-656.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $5,400 | $6,420-15.9% | $5,605-3.7% | $4,779+13.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,114 | $13,328-39.1% | $10,705-24.2% | $10,828-25.1% |