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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 | $42,671 | $90,606-52.9% | $79,466-46.3% | $135,379-68.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.31% | 977.69%-982.0pp | 718.28%-722.6pp | 519.79%-524.1pp |
| Employer contribution / active EE | $3,820 | $3,068+24.5% | $2,800+36.4% | $4,779-20.1% |
| Participant deferral / active EE | $3,834 | $4,050-5.4% | $3,704+3.5% | $5,609-31.7% |
| Admin fee / account holder | $686 | $5,895-88.4% | $5,104-86.6% | $10,828-93.7% |