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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 | $34,415 | $138,076-75.1% | $123,553-72.1% | $135,380-74.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.73% | 153.70%-157.4pp | 119.21%-122.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $5,174 | $5,152+0.4% | $4,628+11.8% | $4,779+8.3% |
| Participant deferral / active EE | $9,656 | $6,800+42.0% | $6,426+50.3% | $5,609+72.2% |
| Admin fee / account holder | $342 | $10,917-96.9% | $9,284-96.3% | $10,828-96.8% |