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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 | $239,758 | $90,607+164.6% | $79,467+201.7% | $135,380+77.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.13% | 977.74%-981.9pp | 718.30%-722.4pp | 519.81%-523.9pp |
| Employer contribution / active EE | $16,478 | $3,068+437.1% | $2,800+488.4% | $4,779+244.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $110,261 | $5,895+1770.4% | $5,104+2060.2% | $10,828+918.3% |