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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 | $24,142 | $138,102-82.5% | $125,381-80.7% | $134,532-82.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.77% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $3,611 | $5,245-31.2% | $4,815-25.0% | $4,741-23.8% |
| Participant deferral / active EE | $10,739 | $7,801+37.7% | $7,448+44.2% | $6,401+67.8% |
| Admin fee / account holder | $1,307 | $11,568-88.7% | $10,007-86.9% | $11,429-88.6% |