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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 | $107,198 | $180,459-40.6% | $154,108-30.4% | $135,380-20.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.83% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,428 | $6,035-76.3% | $5,298-73.0% | $4,779-70.1% |
| Participant deferral / active EE | $3,846 | $5,806-33.8% | $5,081-24.3% | $5,609-31.4% |
| Admin fee / account holder | $6,309 | $16,145-60.9% | $13,411-53.0% | $10,828-41.7% |