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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 | $40,436 | $92,743-56.4% | $82,744-51.1% | $134,532-69.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.51% | 946.63%-964.1pp | 702.22%-719.7pp | 418.27%-435.8pp |
| Employer contribution / active EE | $4,611 | $3,273+40.9% | $3,008+53.3% | $4,741-2.7% |
| Participant deferral / active EE | $2,619 | $4,802-45.4% | $4,395-40.4% | $6,401-59.1% |
| Admin fee / account holder | $1,419 | $5,977-76.3% | $5,325-73.3% | $11,429-87.6% |