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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 | $70,912 | $138,102-48.7% | $125,381-43.4% | $134,532-47.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.40% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $2,762 | $5,245-47.3% | $4,815-42.6% | $4,741-41.7% |
| Participant deferral / active EE | $7,709 | $7,801-1.2% | $7,448+3.5% | $6,401+20.4% |
| Admin fee / account holder | $1,480 | $11,568-87.2% | $10,007-85.2% | $11,429-87.1% |