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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 | $56,458 | $75,832-25.5% | $147,617-61.8% | $59,633-5.3% |
| Participation rate | 79.3% | 71.6%+7.7pp | 84.6%-5.3pp | 68.7%+10.6pp |
| Annual return | -1.66% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,626 | $3,131+47.8% | $4,895-5.5% | $3,192+44.9% |
| Admin fee / account holder | $1,005 | $5,986-83.2% | $11,612-91.3% | $4,297-76.6% |