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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 | $80,656 | $138,114-41.6% | $125,391-35.7% | $134,545-40.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.76% | 750.88%-767.6pp | 572.41%-589.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,062 | $5,246-41.6% | $4,816-36.4% | $4,742-35.4% |
| Participant deferral / active EE | $8,851 | $7,801+13.5% | $7,448+18.8% | $6,401+38.3% |
| Admin fee / account holder | $1,253 | $11,570-89.2% | $10,009-87.5% | $11,431-89.0% |