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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 | $68,838 | $197,819-65.2% | $155,789-55.8% | $125,389-45.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.40% | 86.73%-90.1pp | 71.54%-74.9pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,470 | $4,850-49.1% | $3,839-35.7% | $4,866-49.2% |
| Participant deferral / active EE | $8,119 | $5,631+44.2% | $4,798+69.2% | $5,352+51.7% |
| Admin fee / account holder | $1,205 | $9,544-87.4% | $7,477-83.9% | $9,541-87.4% |