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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 | $27,222 | $92,743-70.6% | $82,744-67.1% | $134,532-79.8% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -17.87% | 946.63%-964.5pp | 702.22%-720.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,708 | $3,273-17.2% | $3,008-10.0% | $4,741-42.9% |
| Participant deferral / active EE | $4,467 | $4,802-7.0% | $4,395+1.7% | $6,401-30.2% |
| Admin fee / account holder | $7,620 | $5,977+27.5% | $5,325+43.1% | $11,429-33.3% |