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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 | $32,264 | $90,607-64.4% | $79,467-59.4% | $135,380-76.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.13% | 977.74%-982.9pp | 718.30%-723.4pp | 519.81%-524.9pp |
| Employer contribution / active EE | $829 | $3,068-73.0% | $2,800-70.4% | $4,779-82.7% |
| Participant deferral / active EE | $918 | $4,050-77.3% | $3,704-75.2% | $5,609-83.6% |
| Admin fee / account holder | $405 | $5,895-93.1% | $5,104-92.1% | $10,828-96.3% |