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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 | $17,749 | $90,607-80.4% | $79,467-77.7% | $135,380-86.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.25% | 977.74%-985.0pp | 718.30%-725.6pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,632 | $3,068-14.2% | $2,800-6.0% | $4,779-44.9% |
| Participant deferral / active EE | $2,354 | $4,050-41.9% | $3,704-36.5% | $5,609-58.0% |
| Admin fee / account holder | $360 | $5,895-93.9% | $5,104-92.9% | $10,828-96.7% |