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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 | $46,544 | $160,070-70.9% | $147,117-68.4% | $145,897-68.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $3,297 | $5,285-37.6% | $4,932-33.2% | $4,663-29.3% |
| Participant deferral / active EE | $7,069 | $8,419-16.0% | $8,065-12.4% | $6,689+5.7% |
| Admin fee / account holder | $6,567 | $15,035-56.3% | $12,993-49.5% | $13,390-51.0% |