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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 | $59,232 | $92,766-36.1% | $82,763-28.4% | $134,545-56.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.66% | 946.97%-963.6pp | 702.45%-719.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $3,214 | $3,273-1.8% | $3,008+6.8% | $4,742-32.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,369 | $5,978-26.9% | $5,325-18.0% | $11,431-61.8% |