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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 | $202,516 | $135,639+49.3% | $110,241+83.7% | $135,382+49.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.03% | 513.21%-519.2pp | 314.75%-320.8pp | 519.77%-525.8pp |
| Employer contribution / active EE | $8,775 | $4,907+78.8% | $3,827+129.3% | $4,779+83.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,263 | $11,457-71.5% | $8,548-61.8% | $10,829-69.9% |