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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 | $214,429 | $138,075+55.3% | $123,552+73.6% | $135,379+58.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.52% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,220 | $5,152-76.3% | $4,628-73.6% | $4,779-74.5% |
| Participant deferral / active EE | $5,041 | $6,800-25.9% | $6,426-21.5% | $5,609-10.1% |
| Admin fee / account holder | $6,333 | $10,917-42.0% | $9,285-31.8% | $10,828-41.5% |