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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 | $34,402 | $92,766-62.9% | $82,763-58.4% | $134,545-74.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.41% | 946.97%-965.4pp | 702.45%-720.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $3,265 | $3,273-0.3% | $3,008+8.5% | $4,742-31.1% |
| Participant deferral / active EE | $3,642 | $4,802-24.2% | $4,395-17.1% | $6,401-43.1% |
| Admin fee / account holder | $381 | $5,978-93.6% | $5,325-92.8% | $11,431-96.7% |