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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 | $35,870 | $84,685-57.6% | $73,836-51.4% | $125,389-71.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.47% | 3123.80%-3124.3pp | 2268.06%-2268.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,182 | $3,123-62.2% | $2,787-57.6% | $4,866-75.7% |
| Participant deferral / active EE | $2,376 | $3,993-40.5% | $3,583-33.7% | $5,352-55.6% |
| Admin fee / account holder | $3,293 | $5,694-42.2% | $4,882-32.6% | $9,541-65.5% |