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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 | $116,911 | $138,114-15.4% | $125,391-6.8% | $134,545-13.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.93% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,660 | $5,246-30.2% | $4,816-24.0% | $4,742-22.8% |
| Participant deferral / active EE | $7,485 | $7,801-4.0% | $7,448+0.5% | $6,401+16.9% |
| Admin fee / account holder | $3,278 | $11,570-71.7% | $10,009-67.2% | $11,431-71.3% |