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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 | $126,523 | $168,635-25.0% | $147,617-14.3% | $125,389+0.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.03% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,724 | $6,252+7.5% | $5,564+20.8% | $4,866+38.2% |
| Participant deferral / active EE | $12,346 | $5,507+124.2% | $4,895+152.2% | $5,352+130.7% |
| Admin fee / account holder | $6,820 | $13,580-49.8% | $11,612-41.3% | $9,541-28.5% |