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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 | $45,216 | $138,075-67.3% | $123,552-63.4% | $135,379-66.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -1.63% | 153.70%-155.3pp | 119.20%-120.8pp | 519.79%-521.4pp |
| Employer contribution / active EE | $22,284 | $5,152+332.5% | $4,628+381.5% | $4,779+366.3% |
| Participant deferral / active EE | $9,700 | $6,800+42.7% | $6,426+51.0% | $5,609+72.9% |
| Admin fee / account holder | $12,195 | $10,917+11.7% | $9,285+31.3% | $10,828+12.6% |