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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 | $70,816 | $138,078-48.7% | $125,363-43.5% | $134,509-47.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.56% | 750.49%-766.0pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $2,082 | $5,245-60.3% | $4,815-56.8% | $4,741-56.1% |
| Participant deferral / active EE | $8,315 | $7,800+6.6% | $7,447+11.6% | $6,400+29.9% |
| Admin fee / account holder | $702 | $11,566-93.9% | $10,005-93.0% | $11,427-93.9% |