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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 | $29,254 | $138,102-78.8% | $125,381-76.7% | $134,532-78.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.94% | 750.73%-754.7pp | 572.31%-576.2pp | 418.27%-422.2pp |
| Employer contribution / active EE | $1,889 | $5,245-64.0% | $4,815-60.8% | $4,741-60.2% |
| Participant deferral / active EE | $9,284 | $7,801+19.0% | $7,448+24.7% | $6,401+45.0% |
| Admin fee / account holder | $3,444 | $11,568-70.2% | $10,007-65.6% | $11,429-69.9% |