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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 | $62,784 | $84,551-25.7% | $61,452+2.2% | $134,532-53.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -10.80% | 585.39%-596.2pp | 338.96%-349.8pp | 418.27%-429.1pp |
| Employer contribution / active EE | $2,149 | $1,545+39.1% | $1,160+85.3% | $4,741-54.7% |
| Participant deferral / active EE | $8,306 | $2,818+194.7% | $2,125+290.9% | $6,401+29.8% |
| Admin fee / account holder | $4,207 | $2,587+62.6% | $2,131+97.4% | $11,429-63.2% |