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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 | $77,077 | $92,684-16.8% | $82,706-6.8% | $134,509-42.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.80% | 945.84%-964.6pp | 701.76%-720.6pp | 418.13%-436.9pp |
| Employer contribution / active EE | $6,325 | $3,272+93.3% | $3,007+110.3% | $4,741+33.4% |
| Participant deferral / active EE | $7,783 | $4,800+62.2% | $4,394+77.1% | $6,400+21.6% |
| Admin fee / account holder | $374 | $5,982-93.8% | $5,329-93.0% | $11,427-96.7% |