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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 | $160,959 | $138,075+16.6% | $123,552+30.3% | $135,379+18.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.82% | 153.70%-161.5pp | 119.20%-127.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $10,661 | $5,152+106.9% | $4,628+130.4% | $4,779+123.1% |
| Participant deferral / active EE | $8,575 | $6,800+26.1% | $6,426+33.4% | $5,609+52.9% |
| Admin fee / account holder | $1,464 | $10,917-86.6% | $9,285-84.2% | $10,828-86.5% |