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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 | $118,817 | $90,320+31.6% | $59,496+99.7% | $125,389-5.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -0.98% | 369.13%-370.1pp | 182.05%-183.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $3,152 | $1,792+75.9% | $1,153+173.4% | $4,866-35.2% |
| Participant deferral / active EE | $9,405 | $2,716+246.3% | $1,829+414.2% | $5,352+75.7% |
| Admin fee / account holder | $2,641 | $3,063-13.8% | $2,232+18.3% | $9,541-72.3% |