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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 | $79,771 | $92,684-13.9% | $82,706-3.5% | $134,509-40.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.12% | 945.84%-960.0pp | 701.76%-715.9pp | 418.13%-432.3pp |
| Employer contribution / active EE | $1,841 | $3,272-43.7% | $3,007-38.8% | $4,741-61.2% |
| Participant deferral / active EE | $4,186 | $4,800-12.8% | $4,394-4.7% | $6,400-34.6% |
| Admin fee / account holder | $29,214 | $5,982+388.4% | $5,329+448.2% | $11,427+155.7% |