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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 | $30,372 | $90,607-66.5% | $79,467-61.8% | $135,380-77.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.06% | 977.74%-982.8pp | 718.30%-723.4pp | 519.81%-524.9pp |
| Employer contribution / active EE | $1,416 | $3,068-53.8% | $2,800-49.4% | $4,779-70.4% |
| Participant deferral / active EE | $5,237 | $4,050+29.3% | $3,704+41.4% | $5,609-6.6% |
| Admin fee / account holder | $2,001 | $5,895-66.1% | $5,104-60.8% | $10,828-81.5% |