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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 | $46,369 | $92,743-50.0% | $82,744-44.0% | $134,532-65.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -19.82% | 946.63%-966.5pp | 702.22%-722.0pp | 418.27%-438.1pp |
| Employer contribution / active EE | $4,855 | $3,273+48.3% | $3,008+61.4% | $4,741+2.4% |
| Participant deferral / active EE | $6,568 | $4,802+36.8% | $4,395+49.5% | $6,401+2.6% |
| Admin fee / account holder | $756 | $5,977-87.4% | $5,325-85.8% | $11,429-93.4% |