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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 | $100,127 | $90,606+10.5% | $79,466+26.0% | $135,379-26.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.14% | 977.69%-981.8pp | 718.28%-722.4pp | 519.79%-523.9pp |
| Employer contribution / active EE | $2,925 | $3,068-4.6% | $2,800+4.5% | $4,779-38.8% |
| Participant deferral / active EE | $4,409 | $4,050+8.9% | $3,704+19.0% | $5,609-21.4% |
| Admin fee / account holder | $20,382 | $5,895+245.8% | $5,104+299.3% | $10,828+88.2% |