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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 | $128,667 | $92,743+38.7% | $82,744+55.5% | $134,532-4.4% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.2pp |
| Annual return | -9.99% | 946.63%-956.6pp | 702.22%-712.2pp | 418.27%-428.3pp |
| Employer contribution / active EE | $3,560 | $3,273+8.8% | $3,008+18.3% | $4,741-24.9% |
| Participant deferral / active EE | $5,583 | $4,802+16.3% | $4,395+27.1% | $6,401-12.8% |
| Admin fee / account holder | $1,335 | $5,977-77.7% | $5,325-74.9% | $11,429-88.3% |