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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 | $129,735 | $197,819-34.4% | $155,789-16.7% | $125,389+3.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.21% | 86.73%-87.9pp | 71.54%-72.7pp | 282.24%-283.4pp |
| Employer contribution / active EE | $7,884 | $4,850+62.5% | $3,839+105.4% | $4,866+62.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,234 | $9,544-87.1% | $7,477-83.5% | $9,541-87.1% |