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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 | $79,504 | $92,684-14.2% | $82,706-3.9% | $134,509-40.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.69% | 945.84%-962.5pp | 701.76%-718.5pp | 418.13%-434.8pp |
| Employer contribution / active EE | $10,000 | $3,272+205.6% | $3,007+232.5% | $4,741+110.9% |
| Participant deferral / active EE | $21,360 | $4,800+345.0% | $4,394+386.2% | $6,400+233.7% |
| Admin fee / account holder | $14,348 | $5,982+139.9% | $5,329+169.3% | $11,427+25.6% |