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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 | $78,690 | $138,076-43.0% | $123,553-36.3% | $135,380-41.9% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -5.41% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $4,048 | $5,152-21.4% | $4,628-12.5% | $4,779-15.3% |
| Participant deferral / active EE | $9,351 | $6,800+37.5% | $6,426+45.5% | $5,609+66.7% |
| Admin fee / account holder | $1,112 | $10,917-89.8% | $9,284-88.0% | $10,828-89.7% |