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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 | $17,535 | $84,685-79.3% | $73,836-76.3% | $125,389-86.0% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | -1.87% | 3123.80%-3125.7pp | 2268.06%-2269.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $3,437 | $3,123+10.0% | $2,787+23.3% | $4,866-29.4% |
| Participant deferral / active EE | $3,610 | $3,993-9.6% | $3,583+0.7% | $5,352-32.6% |
| Admin fee / account holder | $635 | $5,694-88.8% | $4,882-87.0% | $9,541-93.3% |