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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 | $15,862 | $92,684-82.9% | $82,706-80.8% | $134,509-88.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.70% | 945.84%-959.5pp | 701.76%-715.5pp | 418.13%-431.8pp |
| Employer contribution / active EE | $1,300 | $3,272-60.3% | $3,007-56.8% | $4,741-72.6% |
| Participant deferral / active EE | $1,571 | $4,800-67.3% | $4,394-64.2% | $6,400-75.5% |
| Admin fee / account holder | $1,812 | $5,982-69.7% | $5,329-66.0% | $11,427-84.1% |