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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 | $70,413 | $82,630-14.8% | $64,105+9.8% | $125,389-43.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.32% | 1489.72%-1491.0pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,247 | $2,671-15.9% | $1,820+23.4% | $4,866-53.8% |
| Participant deferral / active EE | $4,204 | $3,608+16.5% | $2,822+49.0% | $5,352-21.4% |
| Admin fee / account holder | $1,796 | $6,382-71.9% | $4,499-60.1% | $9,541-81.2% |