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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 | $54,995 | $138,102-60.2% | $125,381-56.1% | $134,532-59.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.65% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $3,430 | $5,245-34.6% | $4,815-28.8% | $4,741-27.6% |
| Participant deferral / active EE | $7,943 | $7,801+1.8% | $7,448+6.7% | $6,401+24.1% |
| Admin fee / account holder | $369 | $11,568-96.8% | $10,007-96.3% | $11,429-96.8% |