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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 | $86,519 | $88,603-2.4% | $69,890+23.8% | $134,545-35.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.93% | 442.93%-453.9pp | 190.84%-201.8pp | 418.37%-429.3pp |
| Employer contribution / active EE | $1,966 | $3,236-39.3% | $2,560-23.2% | $4,742-58.5% |
| Participant deferral / active EE | $12,695 | $4,771+166.1% | $3,848+229.9% | $6,401+98.3% |
| Admin fee / account holder | $479 | $10,443-95.4% | $6,267-92.4% | $11,431-95.8% |