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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 | $34,995 | $180,462-80.6% | $154,111-77.3% | $135,379-74.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.89% | 888.17%-894.1pp | 735.18%-741.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $2,752 | $6,036-54.4% | $5,298-48.1% | $4,779-42.4% |
| Participant deferral / active EE | $6,063 | $5,806+4.4% | $5,081+19.3% | $5,609+8.1% |
| Admin fee / account holder | $1,364 | $16,145-91.6% | $13,411-89.8% | $10,828-87.4% |