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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 | $32,132 | $92,684-65.3% | $82,706-61.1% | $134,509-76.1% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -14.43% | 945.84%-960.3pp | 701.76%-716.2pp | 418.13%-432.6pp |
| Employer contribution / active EE | $3,256 | $3,272-0.5% | $3,007+8.3% | $4,741-31.3% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,425 | $5,982-76.2% | $5,329-73.3% | $11,427-87.5% |