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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 | $55,243 | $138,102-60.0% | $125,381-55.9% | $134,532-58.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.22% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,842 | $5,245-45.8% | $4,815-41.0% | $4,741-40.1% |
| Participant deferral / active EE | $5,122 | $7,801-34.3% | $7,448-31.2% | $6,401-20.0% |
| Admin fee / account holder | $6,759 | $11,568-41.6% | $10,007-32.5% | $11,429-40.9% |