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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 | $208,090 | $168,635+23.4% | $147,617+41.0% | $125,389+66.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.08% | 77.65%-79.7pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,756 | $6,252-39.9% | $5,564-32.5% | $4,866-22.8% |
| Participant deferral / active EE | $3,617 | $5,507-34.3% | $4,895-26.1% | $5,352-32.4% |
| Admin fee / account holder | $1,135 | $13,580-91.6% | $11,612-90.2% | $9,541-88.1% |