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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 | $89,552 | $138,102-35.2% | $125,381-28.6% | $134,532-33.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.81% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,510 | $5,245-52.1% | $4,815-47.9% | $4,741-47.1% |
| Participant deferral / active EE | $11,896 | $7,801+52.5% | $7,448+59.7% | $6,401+85.8% |
| Admin fee / account holder | $2,021 | $11,568-82.5% | $10,007-79.8% | $11,429-82.3% |