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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 | $12,164 | $84,685-85.6% | $73,836-83.5% | $125,389-90.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.55% | 3123.80%-3125.4pp | 2268.06%-2269.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,365 | $3,123-24.3% | $2,787-15.1% | $4,866-51.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,581 | $5,694-72.2% | $4,882-67.6% | $9,541-83.4% |