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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 | $25,771 | $90,607-71.6% | $79,467-67.6% | $135,380-81.0% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -6.19% | 977.74%-983.9pp | 718.30%-724.5pp | 519.81%-526.0pp |
| Employer contribution / active EE | $676 | $3,068-78.0% | $2,800-75.8% | $4,779-85.8% |
| Participant deferral / active EE | $3,122 | $4,050-22.9% | $3,704-15.7% | $5,609-44.3% |
| Admin fee / account holder | $2,014 | $5,895-65.8% | $5,104-60.5% | $10,828-81.4% |