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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 | $77,595 | $160,059-51.5% | $140,019-44.6% | $135,380-42.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.95% | 911.48%-917.4pp | 651.17%-657.1pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,155 | $6,420-66.4% | $5,605-61.6% | $4,779-54.9% |
| Participant deferral / active EE | $2,845 | $7,641-62.8% | $6,927-58.9% | $5,609-49.3% |
| Admin fee / account holder | $328 | $13,328-97.5% | $10,705-96.9% | $10,828-97.0% |