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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 | $36,227 | $84,685-57.2% | $73,836-50.9% | $125,389-71.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.81% | 3123.80%-3125.6pp | 2268.06%-2269.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $1,484 | $3,123-52.5% | $2,787-46.8% | $4,866-69.5% |
| Participant deferral / active EE | $6,696 | $3,993+67.7% | $3,583+86.9% | $5,352+25.1% |
| Admin fee / account holder | $383 | $5,694-93.3% | $4,882-92.2% | $9,541-96.0% |