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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 | $162,802 | $138,102+17.9% | $125,381+29.8% | $134,532+21.0% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -15.86% | 750.73%-766.6pp | 572.31%-588.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,342 | $5,245-74.4% | $4,815-72.1% | $4,741-71.7% |
| Participant deferral / active EE | $6,464 | $7,801-17.1% | $7,448-13.2% | $6,401+1.0% |
| Admin fee / account holder | $6,974 | $11,568-39.7% | $10,007-30.3% | $11,429-39.0% |