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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 | $138,225 | $180,459-23.4% | $154,108-10.3% | $135,380+2.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -1.99% | 888.21%-890.2pp | 735.21%-737.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $2,854 | $6,035-52.7% | $5,298-46.1% | $4,779-40.3% |
| Participant deferral / active EE | $7,472 | $5,806+28.7% | $5,081+47.1% | $5,609+33.2% |
| Admin fee / account holder | $1,142 | $16,145-92.9% | $13,411-91.5% | $10,828-89.5% |