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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 | $37,844 | $92,766-59.2% | $82,763-54.3% | $134,545-71.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -9.47% | 946.97%-956.4pp | 702.45%-711.9pp | 418.37%-427.8pp |
| Employer contribution / active EE | $3,410 | $3,273+4.2% | $3,008+13.3% | $4,742-28.1% |
| Participant deferral / active EE | $7,084 | $4,802+47.5% | $4,395+61.2% | $6,401+10.7% |
| Admin fee / account holder | $619 | $5,978-89.6% | $5,325-88.4% | $11,431-94.6% |