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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 | $19,298 | $92,743-79.2% | $82,744-76.7% | $134,532-85.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.96% | 946.63%-965.6pp | 702.22%-721.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $5,995 | $3,273+83.2% | $3,008+99.3% | $4,741+26.5% |
| Participant deferral / active EE | $11,073 | $4,802+130.6% | $4,395+152.0% | $6,401+73.0% |
| Admin fee / account holder | $1,736 | $5,977-71.0% | $5,325-67.4% | $11,429-84.8% |