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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 | $106,485 | $180,462-41.0% | $154,111-30.9% | $135,379-21.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -3.71% | 888.17%-891.9pp | 735.18%-738.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $7,951 | $6,036+31.7% | $5,298+50.1% | $4,779+66.4% |
| Participant deferral / active EE | $5,043 | $5,806-13.1% | $5,081-0.7% | $5,609-10.1% |
| Admin fee / account holder | $1,164 | $16,145-92.8% | $13,411-91.3% | $10,828-89.3% |