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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 | $39,566 | $99,647-60.3% | $86,439-54.2% | $134,493-70.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.12% | 6784.13%-6801.3pp | 4395.55%-4412.7pp | 418.01%-435.1pp |
| Employer contribution / active EE | $4,441 | $4,401+0.9% | $3,769+17.8% | $4,740-6.3% |
| Participant deferral / active EE | $7,775 | $7,246+7.3% | $6,952+11.8% | $6,400+21.5% |
| Admin fee / account holder | $2,917 | $8,373-65.2% | $6,732-56.7% | $11,425-74.5% |