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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 | $100,281 | $92,743+8.1% | $82,744+21.2% | $134,532-25.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.33% | 946.63%-959.0pp | 702.22%-714.5pp | 418.27%-430.6pp |
| Employer contribution / active EE | $2,297 | $3,273-29.8% | $3,008-23.6% | $4,741-51.5% |
| Participant deferral / active EE | $3,068 | $4,802-36.1% | $4,395-30.2% | $6,401-52.1% |
| Admin fee / account holder | $2,783 | $5,977-53.4% | $5,325-47.7% | $11,429-75.7% |