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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 | $30,657 | $160,070-80.8% | $147,117-79.2% | $145,897-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $13,262 | $5,285+151.0% | $4,932+168.9% | $4,663+184.4% |
| Participant deferral / active EE | $6,637 | $8,419-21.2% | $8,065-17.7% | $6,689-0.8% |
| Admin fee / account holder | $2,756 | $15,035-81.7% | $12,993-78.8% | $13,390-79.4% |