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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 | $102,652 | $84,685+21.2% | $73,836+39.0% | $125,389-18.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.94% | 3123.80%-3126.7pp | 2268.06%-2271.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $6,607 | $3,123+111.5% | $2,787+137.0% | $4,866+35.8% |
| Participant deferral / active EE | $14,493 | $3,993+263.0% | $3,583+304.5% | $5,352+170.8% |
| Admin fee / account holder | $733 | $5,694-87.1% | $4,882-85.0% | $9,541-92.3% |