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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 | $204,779 | $138,078+48.3% | $125,363+63.3% | $134,509+52.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -10.98% | 750.49%-761.5pp | 572.15%-583.1pp | 418.13%-429.1pp |
| Employer contribution / active EE | $2,687 | $5,245-48.8% | $4,815-44.2% | $4,741-43.3% |
| Participant deferral / active EE | $5,842 | $7,800-25.1% | $7,447-21.6% | $6,400-8.7% |
| Admin fee / account holder | $20,043 | $11,566+73.3% | $10,005+100.3% | $11,427+75.4% |