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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 | $118,438 | $92,766+27.7% | $82,763+43.1% | $134,545-12.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -14.87% | 946.97%-961.8pp | 702.45%-717.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,850 | $3,273-43.5% | $3,008-38.5% | $4,742-61.0% |
| Participant deferral / active EE | $6,614 | $4,802+37.7% | $4,395+50.5% | $6,401+3.3% |
| Admin fee / account holder | $14,024 | $5,978+134.6% | $5,325+163.3% | $11,431+22.7% |