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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 | $129,824 | $138,075-6.0% | $123,552+5.1% | $135,379-4.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.05% | 153.70%-156.7pp | 119.20%-122.3pp | 519.79%-522.8pp |
| Employer contribution / active EE | $6,528 | $5,152+26.7% | $4,628+41.1% | $4,779+36.6% |
| Participant deferral / active EE | $4,483 | $6,800-34.1% | $6,426-30.2% | $5,609-20.1% |
| Admin fee / account holder | $1,302 | $10,917-88.1% | $9,285-86.0% | $10,828-88.0% |