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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 | $113,091 | $92,766+21.9% | $82,763+36.6% | $134,545-15.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.20% | 946.97%-959.2pp | 702.45%-714.6pp | 418.37%-430.6pp |
| Employer contribution / active EE | $8,750 | $3,273+167.3% | $3,008+190.9% | $4,742+84.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,602 | $5,978+244.7% | $5,325+286.9% | $11,431+80.2% |