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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 | $59,915 | $54,370+10.2% | $82,763-27.6% | $68,490-12.5% |
| Participation rate | 90.5% | 63.9%+26.5pp | 72.6%+17.9pp | 67.9%+22.6pp |
| Annual return | -16.32% | -13.67%-2.6pp | 702.45%-718.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $16,066 | $2,219+624.0% | $3,008+434.1% | $2,597+518.7% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,051 | $4,398+83.1% | $5,325+51.2% | $5,403+49.0% |