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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 | $33,522 | $84,685-60.4% | $73,836-54.6% | $125,389-73.3% |
| Participation rate | 72.2% | 76.8%-4.5pp | 73.4%-1.2pp | 83.2%-11.0pp |
| Annual return | -1.78% | 3123.80%-3125.6pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,333 | $3,123-57.3% | $2,787-52.2% | $4,866-72.6% |
| Participant deferral / active EE | $3,268 | $3,993-18.1% | $3,583-8.8% | $5,352-38.9% |
| Admin fee / account holder | $2,572 | $5,694-54.8% | $4,882-47.3% | $9,541-73.0% |