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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 | $62,383 | $84,685-26.3% | $73,836-15.5% | $125,389-50.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.36% | 3123.80%-3126.2pp | 2268.06%-2270.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $14,643 | $3,123+368.8% | $2,787+425.3% | $4,866+200.9% |
| Participant deferral / active EE | $15,429 | $3,993+286.4% | $3,583+330.6% | $5,352+188.3% |
| Admin fee / account holder | $499 | $5,694-91.2% | $4,882-89.8% | $9,541-94.8% |