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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 | $69,684 | $102,382-31.9% | $147,005-52.6% | $80,874-13.8% |
| Participation rate | 94.6% | 75.8%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 0.00% | 134.89%-134.9pp | 418.76%-418.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $5,328 | $3,715+43.4% | $4,934+8.0% | $2,756+93.4% |
| Participant deferral / active EE | $19,914 | $6,646+199.6% | $8,070+146.8% | $4,297+363.5% |
| Admin fee / account holder | $6,584 | $7,942-17.1% | $13,006-49.4% | $6,935-5.1% |