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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 | $43,481 | $84,464-48.5% | $61,399-29.2% | $134,509-67.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.53% | 585.06%-602.6pp | 338.81%-356.3pp | 418.13%-435.7pp |
| Employer contribution / active EE | $1,944 | $1,545+25.9% | $1,159+67.7% | $4,741-59.0% |
| Participant deferral / active EE | $2,822 | $2,818+0.1% | $2,124+32.8% | $6,400-55.9% |
| Admin fee / account holder | $2,972 | $2,587+14.9% | $2,131+39.5% | $11,427-74.0% |