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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 | $142,986 | $138,078+3.6% | $125,363+14.1% | $134,509+6.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.11% | 750.49%-764.6pp | 572.15%-586.3pp | 418.13%-432.2pp |
| Employer contribution / active EE | $2,124 | $5,245-59.5% | $4,815-55.9% | $4,741-55.2% |
| Participant deferral / active EE | $7,239 | $7,800-7.2% | $7,447-2.8% | $6,400+13.1% |
| Admin fee / account holder | $4,330 | $11,566-62.6% | $10,005-56.7% | $11,427-62.1% |