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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 | $17,599 | $90,606-80.6% | $79,466-77.9% | $135,379-87.0% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -8.63% | 977.69%-986.3pp | 718.28%-726.9pp | 519.79%-528.4pp |
| Employer contribution / active EE | $3,395 | $3,068+10.7% | $2,800+21.2% | $4,779-29.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $413 | $5,895-93.0% | $5,104-91.9% | $10,828-96.2% |