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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 | $158,804 | $160,059-0.8% | $140,019+13.4% | $135,380+17.3% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -4.82% | 911.48%-916.3pp | 651.17%-656.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $3,662 | $6,420-43.0% | $5,605-34.7% | $4,779-23.4% |
| Participant deferral / active EE | $4,590 | $7,641-39.9% | $6,927-33.7% | $5,609-18.2% |
| Admin fee / account holder | $1,490 | $13,328-88.8% | $10,705-86.1% | $10,828-86.2% |