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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 | $61,630 | $138,078-55.4% | $125,363-50.8% | $134,509-54.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.48% | 750.49%-770.0pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $4,034 | $5,245-23.1% | $4,815-16.2% | $4,741-14.9% |
| Participant deferral / active EE | $10,156 | $7,800+30.2% | $7,447+36.4% | $6,400+58.7% |
| Admin fee / account holder | $353 | $11,566-96.9% | $10,005-96.5% | $11,427-96.9% |