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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 | $186,669 | $138,102+35.2% | $125,381+48.9% | $134,532+38.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.78% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $1,498 | $5,245-71.4% | $4,815-68.9% | $4,741-68.4% |
| Participant deferral / active EE | $3,877 | $7,801-50.3% | $7,448-47.9% | $6,401-39.4% |
| Admin fee / account holder | $9,766 | $11,568-15.6% | $10,007-2.4% | $11,429-14.5% |