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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 | $96,359 | $138,076-30.2% | $123,553-22.0% | $135,380-28.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.52% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,077 | $5,152-79.1% | $4,628-76.7% | $4,779-77.5% |
| Participant deferral / active EE | $3,344 | $6,800-50.8% | $6,426-48.0% | $5,609-40.4% |
| Admin fee / account holder | $1,464 | $10,917-86.6% | $9,284-84.2% | $10,828-86.5% |