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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 | $75,371 | $138,072-45.4% | $123,549-39.0% | $135,382-44.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.33% | 153.69%-159.0pp | 119.20%-124.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $7,434 | $5,152+44.3% | $4,628+60.6% | $4,779+55.6% |
| Participant deferral / active EE | $6,002 | $6,799-11.7% | $6,426-6.6% | $5,609+7.0% |
| Admin fee / account holder | $29,343 | $10,917+168.8% | $9,284+216.0% | $10,829+171.0% |