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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 | $58,429 | $138,076-57.7% | $123,553-52.7% | $135,380-56.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.23% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $1,970 | $5,152-61.8% | $4,628-57.4% | $4,779-58.8% |
| Participant deferral / active EE | $4,000 | $6,800-41.2% | $6,426-37.8% | $5,609-28.7% |
| Admin fee / account holder | $1,017 | $10,917-90.7% | $9,284-89.0% | $10,828-90.6% |