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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 | $38,500 | $138,075-72.1% | $123,552-68.8% | $135,379-71.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.05% | 153.70%-158.7pp | 119.20%-124.3pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,519 | $5,152-51.1% | $4,628-45.6% | $4,779-47.3% |
| Participant deferral / active EE | $4,445 | $6,800-34.6% | $6,426-30.8% | $5,609-20.7% |
| Admin fee / account holder | $341 | $10,917-96.9% | $9,285-96.3% | $10,828-96.8% |