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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 | $19,266 | $90,607-78.7% | $79,467-75.8% | $135,380-85.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.23% | 977.74%-987.0pp | 718.30%-727.5pp | 519.81%-529.0pp |
| Employer contribution / active EE | $740 | $3,068-75.9% | $2,800-73.6% | $4,779-84.5% |
| Participant deferral / active EE | $2,440 | $4,050-39.8% | $3,704-34.1% | $5,609-56.5% |
| Admin fee / account holder | $1,103 | $5,895-81.3% | $5,104-78.4% | $10,828-89.8% |