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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 | $218,472 | $138,078+58.2% | $125,363+74.3% | $134,509+62.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -17.20% | 750.49%-767.7pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,708 | $5,245-48.4% | $4,815-43.8% | $4,741-42.9% |
| Participant deferral / active EE | $7,686 | $7,800-1.5% | $7,447+3.2% | $6,400+20.1% |
| Admin fee / account holder | $77,251 | $11,566+567.9% | $10,005+672.1% | $11,427+576.1% |