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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 | $44,042 | $138,068-68.1% | $125,358-64.9% | $134,493-67.3% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -16.06% | 750.30%-766.4pp | 572.03%-588.1pp | 418.01%-434.1pp |
| Employer contribution / active EE | $2,724 | $5,244-48.1% | $4,814-43.4% | $4,740-42.5% |
| Participant deferral / active EE | $5,908 | $7,799-24.2% | $7,447-20.7% | $6,400-7.7% |
| Admin fee / account holder | $1,749 | $11,568-84.9% | $10,007-82.5% | $11,425-84.7% |