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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 | $50,463 | $92,766-45.6% | $82,763-39.0% | $134,545-62.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.78% | 946.97%-962.8pp | 702.45%-718.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,756 | $3,273-15.8% | $3,008-8.4% | $4,742-41.9% |
| Participant deferral / active EE | $3,927 | $4,802-18.2% | $4,395-10.6% | $6,401-38.6% |
| Admin fee / account holder | $1,195 | $5,978-80.0% | $5,325-77.6% | $11,431-89.5% |