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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 | $77,016 | $135,639-43.2% | $110,241-30.1% | $135,382-43.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.26% | 513.21%-520.5pp | 314.75%-322.0pp | 519.77%-527.0pp |
| Employer contribution / active EE | $5,000 | $4,907+1.9% | $3,827+30.7% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,763 | $11,457-84.6% | $8,548-79.4% | $10,829-83.7% |