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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 | $42,629 | $92,684-54.0% | $82,706-48.5% | $134,509-68.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.57% | 945.84%-963.4pp | 701.76%-719.3pp | 418.13%-435.7pp |
| Employer contribution / active EE | $4,040 | $3,272+23.5% | $3,007+34.3% | $4,741-14.8% |
| Participant deferral / active EE | $5,547 | $4,800+15.6% | $4,394+26.2% | $6,400-13.3% |
| Admin fee / account holder | $2,101 | $5,982-64.9% | $5,329-60.6% | $11,427-81.6% |