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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 | $55,877 | $92,766-39.8% | $82,763-32.5% | $134,545-58.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.02% | 946.97%-962.0pp | 702.45%-717.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,534 | $4,802-5.6% | $4,395+3.1% | $6,401-29.2% |
| Admin fee / account holder | $2,584 | $5,978-56.8% | $5,325-51.5% | $11,431-77.4% |