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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 | $235,933 | $138,075+70.9% | $123,552+91.0% | $135,379+74.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.41% | 153.70%-158.1pp | 119.20%-123.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $2,089 | $5,152-59.5% | $4,628-54.9% | $4,779-56.3% |
| Participant deferral / active EE | $3,939 | $6,800-42.1% | $6,426-38.7% | $5,609-29.8% |
| Admin fee / account holder | $12,789 | $10,917+17.1% | $9,285+37.7% | $10,828+18.1% |