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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 | $160,040-80.8% | $147,096-79.2% | $145,877-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $13,262 | $5,289+150.7% | $4,936+168.7% | $4,663+184.4% |
| Participant deferral / active EE | $6,637 | $8,429-21.3% | $8,071-17.8% | $6,691-0.8% |
| Admin fee / account holder | $2,756 | $15,050-81.7% | $13,005-78.8% | $13,402-79.4% |