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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 | $186,022 | $84,685+119.7% | $73,836+151.9% | $125,389+48.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.94% | 3123.80%-3124.7pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $6,939 | $3,123+122.2% | $2,787+148.9% | $4,866+42.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,251 | $5,694-78.0% | $4,882-74.4% | $9,541-86.9% |