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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 | $39,102 | $180,466-78.3% | $154,114-74.6% | $135,382-71.1% |
| Participation rate | 78.9% | 87.4%-8.5pp | 83.0%-4.1pp | 82.6%-3.7pp |
| Annual return | -2.37% | 888.15%-890.5pp | 735.16%-737.5pp | 519.77%-522.1pp |
| Employer contribution / active EE | $2,135 | $6,035-64.6% | $5,298-59.7% | $4,779-55.3% |
| Participant deferral / active EE | $2,722 | $5,806-53.1% | $5,081-46.4% | $5,609-51.5% |
| Admin fee / account holder | $1,681 | $16,144-89.6% | $13,411-87.5% | $10,829-84.5% |