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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 | $46,468 | $138,076-66.3% | $123,553-62.4% | $135,380-65.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.17% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $5,727 | $5,152+11.2% | $4,628+23.7% | $4,779+19.8% |
| Participant deferral / active EE | $4,346 | $6,800-36.1% | $6,426-32.4% | $5,609-22.5% |
| Admin fee / account holder | $3,056 | $10,917-72.0% | $9,284-67.1% | $10,828-71.8% |