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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 | $95,808 | $180,459-46.9% | $154,108-37.8% | $135,380-29.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,132 | $6,035-48.1% | $5,298-40.9% | $4,779-34.5% |
| Participant deferral / active EE | $5,231 | $5,806-9.9% | $5,081+3.0% | $5,609-6.7% |
| Admin fee / account holder | $600 | $16,145-96.3% | $13,411-95.5% | $10,828-94.5% |