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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 | $69,684 | $102,429-32.0% | $147,096-52.6% | $80,925-13.9% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $5,328 | $3,716+43.4% | $4,936+8.0% | $2,756+93.3% |
| Participant deferral / active EE | $19,914 | $6,649+199.5% | $8,071+146.7% | $4,299+363.3% |
| Admin fee / account holder | $6,584 | $7,957-17.3% | $13,005-49.4% | $6,940-5.1% |