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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 | $66,716 | $101,283-34.1% | $75,826-12.0% | $135,380-50.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -9.30% | 3384.62%-3393.9pp | 1914.15%-1923.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,430 | $2,382-40.0% | $1,913-25.2% | $4,779-70.1% |
| Participant deferral / active EE | $2,946 | $3,469-15.1% | $2,862+2.9% | $5,609-47.5% |
| Admin fee / account holder | $20,619 | $6,539+215.3% | $4,726+336.3% | $10,828+90.4% |