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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 | $90,768 | $84,685+7.2% | $73,836+22.9% | $125,389-27.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.13% | 3123.80%-3123.7pp | 2268.06%-2267.9pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,530 | $3,123-51.0% | $2,787-45.1% | $4,866-68.6% |
| Participant deferral / active EE | $3,439 | $3,993-13.9% | $3,583-4.0% | $5,352-35.7% |
| Admin fee / account holder | $3,871 | $5,694-32.0% | $4,882-20.7% | $9,541-59.4% |