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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 | $54,241 | $138,078-60.7% | $125,363-56.7% | $134,509-59.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.95% | 750.49%-770.4pp | 572.15%-592.1pp | 418.13%-438.1pp |
| Employer contribution / active EE | $2,859 | $5,245-45.5% | $4,815-40.6% | $4,741-39.7% |
| Participant deferral / active EE | $8,636 | $7,800+10.7% | $7,447+16.0% | $6,400+34.9% |
| Admin fee / account holder | $572 | $11,566-95.1% | $10,005-94.3% | $11,427-95.0% |