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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 | $52,422 | $138,102-62.0% | $125,381-58.2% | $134,532-61.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.27% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $3,757 | $5,245-28.4% | $4,815-22.0% | $4,741-20.8% |
| Participant deferral / active EE | $7,536 | $7,801-3.4% | $7,448+1.2% | $6,401+17.7% |
| Admin fee / account holder | $4,614 | $11,568-60.1% | $10,007-53.9% | $11,429-59.6% |