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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 | $31,422 | $92,743-66.1% | $82,744-62.0% | $134,532-76.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.67% | 946.63%-955.3pp | 702.22%-710.9pp | 418.27%-426.9pp |
| Employer contribution / active EE | $5,611 | $3,273+71.4% | $3,008+86.5% | $4,741+18.3% |
| Participant deferral / active EE | $3,404 | $4,802-29.1% | $4,395-22.5% | $6,401-46.8% |
| Admin fee / account holder | $5,338 | $5,977-10.7% | $5,325+0.3% | $11,429-53.3% |