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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 | $47,305 | $197,819-76.1% | $155,789-69.6% | $125,389-62.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.13% | 86.73%-87.9pp | 71.54%-72.7pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,544 | $4,850-68.2% | $3,839-59.8% | $4,866-68.3% |
| Participant deferral / active EE | $992 | $5,631-82.4% | $4,798-79.3% | $5,352-81.5% |
| Admin fee / account holder | $9,444 | $9,544-1.0% | $7,477+26.3% | $9,541-1.0% |