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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 | $72,904 | $92,684-21.3% | $82,706-11.9% | $134,509-45.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -0.53% | 945.84%-946.4pp | 701.76%-702.3pp | 418.13%-418.7pp |
| Employer contribution / active EE | $1,727 | $3,272-47.2% | $3,007-42.6% | $4,741-63.6% |
| Participant deferral / active EE | $3,727 | $4,800-22.3% | $4,394-15.2% | $6,400-41.8% |
| Admin fee / account holder | $3,801 | $5,982-36.5% | $5,329-28.7% | $11,427-66.7% |