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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 | $191,558 | $160,028+19.7% | $147,080+30.2% | $145,884+31.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $5,579 | $5,286+5.5% | $4,933+13.1% | $4,662+19.7% |
| Participant deferral / active EE | $23,163 | $8,422+175.0% | $8,066+187.2% | $6,690+246.3% |
| Admin fee / account holder | $1,464 | $15,030-90.3% | $12,989-88.7% | $13,392-89.1% |