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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 | $100,541 | $84,464+19.0% | $61,399+63.8% | $134,509-25.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.64% | 585.06%-599.7pp | 338.81%-353.5pp | 418.13%-432.8pp |
| Employer contribution / active EE | $1,531 | $1,545-0.9% | $1,159+32.0% | $4,741-67.7% |
| Participant deferral / active EE | $3,399 | $2,818+20.6% | $2,124+60.0% | $6,400-46.9% |
| Admin fee / account holder | $3,287 | $2,587+27.1% | $2,131+54.3% | $11,427-71.2% |