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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 | $47,433 | $138,078-65.6% | $125,363-62.2% | $134,509-64.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.43% | 750.49%-766.9pp | 572.15%-588.6pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,344 | $5,245-55.3% | $4,815-51.3% | $4,741-50.6% |
| Participant deferral / active EE | $3,853 | $7,800-50.6% | $7,447-48.3% | $6,400-39.8% |
| Admin fee / account holder | $3,925 | $11,566-66.1% | $10,005-60.8% | $11,427-65.6% |