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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 | $46,630 | $92,743-49.7% | $82,744-43.6% | $134,532-65.3% |
| Participation rate | 91.3% | 75.2%+16.1pp | 72.6%+18.7pp | 81.2%+10.1pp |
| Annual return | -14.54% | 946.63%-961.2pp | 702.22%-716.8pp | 418.27%-432.8pp |
| Employer contribution / active EE | $12,040 | $3,273+267.9% | $3,008+300.2% | $4,741+153.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,231 | $5,977-45.9% | $5,325-39.3% | $11,429-71.7% |