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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 | $43,623 | $92,743-53.0% | $82,744-47.3% | $134,532-67.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -8.84% | 946.63%-955.5pp | 702.22%-711.1pp | 418.27%-427.1pp |
| Employer contribution / active EE | $3,906 | $3,273+19.3% | $3,008+29.8% | $4,741-17.6% |
| Participant deferral / active EE | $2,453 | $4,802-48.9% | $4,395-44.2% | $6,401-61.7% |
| Admin fee / account holder | $312 | $5,977-94.8% | $5,325-94.1% | $11,429-97.3% |