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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 | $232,787 | $97,732+138.2% | $83,831+177.7% | $135,380+72.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.18% | 1287.56%-1289.7pp | 850.99%-853.2pp | 519.81%-522.0pp |
| Employer contribution / active EE | $12,500 | $4,222+196.1% | $3,631+244.2% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,347 | $6,675-64.8% | $5,479-57.2% | $10,828-78.3% |