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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 | $37,020 | $138,072-73.2% | $123,549-70.0% | $135,382-72.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.11% | 153.69%-155.8pp | 119.20%-121.3pp | 519.77%-521.9pp |
| Employer contribution / active EE | $8,961 | $5,152+73.9% | $4,628+93.6% | $4,779+87.5% |
| Participant deferral / active EE | $6,656 | $6,799-2.1% | $6,426+3.6% | $5,609+18.7% |
| Admin fee / account holder | $556 | $10,917-94.9% | $9,284-94.0% | $10,829-94.9% |