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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 | $99,491 | $84,697+17.5% | $73,845+34.7% | $125,393-20.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.38% | 3123.66%-3123.3pp | 2267.91%-2267.5pp | 282.23%-281.9pp |
| Employer contribution / active EE | $9,606 | $3,123+207.5% | $2,788+244.6% | $4,866+97.4% |
| Participant deferral / active EE | $10,403 | $3,993+160.6% | $3,583+190.3% | $5,351+94.4% |
| Admin fee / account holder | $3,654 | $5,692-35.8% | $4,881-25.1% | $9,541-61.7% |