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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 | $190,089 | $92,766+104.9% | $82,763+129.7% | $134,545+41.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -20.78% | 946.97%-967.8pp | 702.45%-723.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $4,212 | $3,273+28.7% | $3,008+40.0% | $4,742-11.2% |
| Participant deferral / active EE | $4,392 | $4,802-8.5% | $4,395-0.1% | $6,401-31.4% |
| Admin fee / account holder | $513 | $5,978-91.4% | $5,325-90.4% | $11,431-95.5% |