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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 | $23,996 | $92,743-74.1% | $82,744-71.0% | $134,532-82.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.80% | 946.63%-956.4pp | 702.22%-712.0pp | 418.27%-428.1pp |
| Employer contribution / active EE | $4,635 | $3,273+41.6% | $3,008+54.1% | $4,741-2.2% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,694 | $5,977+112.4% | $5,325+138.4% | $11,429+11.1% |