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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 | $81,722 | $180,459-54.7% | $154,108-47.0% | $135,380-39.6% |
| Participation rate | 95.8% | 87.4%+8.4pp | 83.0%+12.8pp | 82.6%+13.2pp |
| Annual return | -2.50% | 888.21%-890.7pp | 735.21%-737.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $3,676 | $6,035-39.1% | $5,298-30.6% | $4,779-23.1% |
| Participant deferral / active EE | $2,680 | $5,806-53.9% | $5,081-47.3% | $5,609-52.2% |
| Admin fee / account holder | $2,872 | $16,145-82.2% | $13,411-78.6% | $10,828-73.5% |