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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 | $87,408 | $176,688-50.5% | $130,660-33.1% | $152,909-42.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 123.20% | 2693.08%-2569.9pp | 1709.29%-1586.1pp | 345.46%-222.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,308 | $4,362-1.2% | $3,603+19.6% | $5,851-26.4% |
| Admin fee / account holder | $20,755 | $7,131+191.0% | $5,463+279.9% | $11,601+78.9% |