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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 | $178,749 | $99,647+79.4% | $86,439+106.8% | $134,509+32.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.62% | 6784.13%-6787.8pp | 4395.55%-4399.2pp | 418.13%-421.8pp |
| Employer contribution / active EE | $8,077 | $4,401+83.5% | $3,769+114.3% | $4,741+70.4% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,534 | $8,373-81.7% | $6,732-77.2% | $11,427-86.6% |