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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 | $34,532 | $92,743-62.8% | $82,744-58.3% | $134,532-74.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.70% | 946.63%-951.3pp | 702.22%-706.9pp | 418.27%-423.0pp |
| Employer contribution / active EE | $8,492 | $3,273+159.5% | $3,008+182.3% | $4,741+79.1% |
| Participant deferral / active EE | $3,014 | $4,802-37.2% | $4,395-31.4% | $6,401-52.9% |
| Admin fee / account holder | $1,150 | $5,977-80.8% | $5,325-78.4% | $11,429-89.9% |