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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 | $86,270 | $84,684+1.9% | $73,835+16.8% | $125,388-31.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.03% | 3123.93%-3125.0pp | 2268.13%-2269.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,754 | $3,123-11.8% | $2,788-1.2% | $4,866-43.4% |
| Participant deferral / active EE | $13,633 | $3,993+241.5% | $3,583+280.5% | $5,352+154.7% |
| Admin fee / account holder | $4,774 | $5,691-16.1% | $4,880-2.2% | $9,541-50.0% |