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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 | $160,040-70.9% | $147,096-68.4% | $145,877-68.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,297 | $5,289-37.7% | $4,936-33.2% | $4,663-29.3% |
| Participant deferral / active EE | $7,069 | $8,429-16.1% | $8,071-12.4% | $6,691+5.6% |
| Admin fee / account holder | $6,567 | $15,050-56.4% | $13,005-49.5% | $13,402-51.0% |