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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 | $139,583 | $88,585+57.6% | $69,884+99.7% | $134,532+3.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -4.39% | 442.80%-447.2pp | 190.81%-195.2pp | 418.27%-422.7pp |
| Employer contribution / active EE | $1,549 | $3,235-52.1% | $2,560-39.5% | $4,741-67.3% |
| Participant deferral / active EE | $2,556 | $4,770-46.4% | $3,848-33.6% | $6,401-60.1% |
| Admin fee / account holder | $7,265 | $10,441-30.4% | $6,266+15.9% | $11,429-36.4% |