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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 | $149,748 | $190,916-21.6% | $160,037-6.4% | $134,545+11.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.19% | 552.79%-566.0pp | 408.95%-422.1pp | 418.37%-431.6pp |
| Employer contribution / active EE | $2,498 | $4,996-50.0% | $4,226-40.9% | $4,742-47.3% |
| Participant deferral / active EE | $4,626 | $6,925-33.2% | $6,184-25.2% | $6,401-27.7% |
| Admin fee / account holder | $1,864 | $10,497-82.2% | $8,716-78.6% | $11,431-83.7% |