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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 | $31,425 | $95,975-67.3% | $74,549-57.8% | $135,379-76.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.02% | 56.96%-66.0pp | 32.53%-41.6pp | 519.79%-528.8pp |
| Employer contribution / active EE | $3,206 | $2,716+18.0% | $1,961+63.5% | $4,779-32.9% |
| Participant deferral / active EE | $3,319 | $3,844-13.7% | $3,108+6.8% | $5,609-40.8% |
| Admin fee / account holder | $468 | $6,522-92.8% | $5,059-90.8% | $10,828-95.7% |