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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 | $13,088 | $84,685-84.5% | $73,836-82.3% | $125,389-89.6% |
| Participation rate | 81.8% | 76.8%+5.1pp | 73.4%+8.4pp | 83.2%-1.4pp |
| Annual return | -1.15% | 3123.80%-3125.0pp | 2268.06%-2269.2pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,319 | $3,123-57.8% | $2,787-52.7% | $4,866-72.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $323 | $5,694-94.3% | $4,882-93.4% | $9,541-96.6% |