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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 | $54,610 | $92,684-41.1% | $82,706-34.0% | $134,509-59.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.37% | 945.84%-961.2pp | 701.76%-717.1pp | 418.13%-433.5pp |
| Employer contribution / active EE | $2,996 | $3,272-8.4% | $3,007-0.4% | $4,741-36.8% |
| Participant deferral / active EE | $4,719 | $4,800-1.7% | $4,394+7.4% | $6,400-26.3% |
| Admin fee / account holder | $507 | $5,982-91.5% | $5,329-90.5% | $11,427-95.6% |