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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 | $97,274 | $135,645-28.3% | $110,243-11.8% | $135,380-28.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.80% | 513.24%-518.0pp | 314.76%-319.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $2,609 | $4,907-46.8% | $3,827-31.8% | $4,779-45.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,607 | $11,458-59.8% | $8,548-46.1% | $10,828-57.5% |