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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 | $31,091 | $138,102-77.5% | $125,381-75.2% | $134,532-76.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.62% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,788 | $5,245-46.8% | $4,815-42.1% | $4,741-41.2% |
| Participant deferral / active EE | $3,469 | $7,801-55.5% | $7,448-53.4% | $6,401-45.8% |
| Admin fee / account holder | $7,799 | $11,568-32.6% | $10,007-22.1% | $11,429-31.8% |