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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 | $79,398 | $138,102-42.5% | $125,381-36.7% | $134,532-41.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.31% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $2,998 | $5,245-42.9% | $4,815-37.7% | $4,741-36.8% |
| Participant deferral / active EE | $21,913 | $7,801+180.9% | $7,448+194.2% | $6,401+242.3% |
| Admin fee / account holder | $12,874 | $11,568+11.3% | $10,007+28.7% | $11,429+12.6% |