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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 | $44,647 | $90,607-50.7% | $79,467-43.8% | $135,380-67.0% |
| Participation rate | 95.7% | 76.0%+19.6pp | 73.3%+22.3pp | 82.6%+13.0pp |
| Annual return | -5.17% | 977.74%-982.9pp | 718.30%-723.5pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,145 | $3,068-62.7% | $2,800-59.1% | $4,779-76.0% |
| Participant deferral / active EE | $2,579 | $4,050-36.3% | $3,704-30.4% | $5,609-54.0% |
| Admin fee / account holder | $894 | $5,895-84.8% | $5,104-82.5% | $10,828-91.7% |