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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 | $115,358 | $135,639-15.0% | $110,241+4.6% | $135,382-14.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.25% | 513.21%-517.5pp | 314.75%-319.0pp | 519.77%-524.0pp |
| Employer contribution / active EE | $3,333 | $4,907-32.1% | $3,827-12.9% | $4,779-30.2% |
| Participant deferral / active EE | $3,120 | $5,507-43.3% | $4,672-33.2% | $5,609-44.4% |
| Admin fee / account holder | $3,463 | $11,457-69.8% | $8,548-59.5% | $10,829-68.0% |