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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 | $50,135 | $135,645-63.0% | $110,243-54.5% | $135,380-63.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.65% | 513.24%-520.9pp | 314.76%-322.4pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,073 | $4,907-78.1% | $3,827-72.0% | $4,779-77.5% |
| Participant deferral / active EE | $6,145 | $5,507+11.6% | $4,672+31.5% | $5,609+9.6% |
| Admin fee / account holder | $596 | $11,458-94.8% | $8,548-93.0% | $10,828-94.5% |