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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 | $182,801 | $138,102+32.4% | $125,381+45.8% | $134,532+35.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.13% | 750.73%-763.9pp | 572.31%-585.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $3,194 | $5,245-39.1% | $4,815-33.7% | $4,741-32.6% |
| Participant deferral / active EE | $8,520 | $7,801+9.2% | $7,448+14.4% | $6,401+33.1% |
| Admin fee / account holder | $1,210 | $11,568-89.5% | $10,007-87.9% | $11,429-89.4% |