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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 | $92,684-74.1% | $82,706-71.0% | $134,509-82.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.80% | 945.84%-955.6pp | 701.76%-711.6pp | 418.13%-427.9pp |
| Employer contribution / active EE | $4,635 | $3,272+41.7% | $3,007+54.1% | $4,741-2.2% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12,694 | $5,982+112.2% | $5,329+138.2% | $11,427+11.1% |