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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 | $89,207 | $138,075-35.4% | $123,552-27.8% | $135,379-34.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.79% | 153.70%-156.5pp | 119.20%-122.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $2,614 | $5,152-49.3% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $4,100 | $6,800-39.7% | $6,426-36.2% | $5,609-26.9% |
| Admin fee / account holder | $799 | $10,917-92.7% | $9,285-91.4% | $10,828-92.6% |