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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 | $37,840 | $180,459-79.0% | $154,108-75.4% | $135,380-72.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.61% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,733 | $6,035-71.3% | $5,298-67.3% | $4,779-63.7% |
| Participant deferral / active EE | $2,171 | $5,806-62.6% | $5,081-57.3% | $5,609-61.3% |
| Admin fee / account holder | $4,996 | $16,145-69.1% | $13,411-62.7% | $10,828-53.9% |