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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 | $82,559 | $54,355+51.9% | $82,744-0.2% | $68,486+20.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.29% | -13.67%-2.6pp | 702.22%-718.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $5,891 | $2,219+165.5% | $3,008+95.8% | $2,597+126.9% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,865 | $4,397-12.1% | $5,325-27.4% | $5,404-28.5% |