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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 | $68,372 | $150,447-54.6% | $136,298-49.8% | $147,586-53.7% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 12.12% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,448 | $6,631+42.5% | $6,247+51.2% | $5,439+73.7% |
| Admin fee / account holder | $5,235 | $10,906-52.0% | $9,244-43.4% | $10,886-51.9% |