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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 | $32,717 | $90,617-63.9% | $79,476-58.8% | $135,382-75.8% |
| Participation rate | 81.8% | 76.1%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -8.13% | 977.57%-985.7pp | 718.21%-726.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $1,876 | $3,068-38.8% | $2,800-33.0% | $4,779-60.7% |
| Participant deferral / active EE | $5,948 | $4,050+46.8% | $3,704+60.6% | $5,609+6.0% |
| Admin fee / account holder | $1,058 | $5,907-82.1% | $5,113-79.3% | $10,829-90.2% |