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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 | $92,830 | $90,607+2.5% | $79,467+16.8% | $135,380-31.4% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 82.6%+11.5pp |
| Annual return | -7.83% | 977.74%-985.6pp | 718.30%-726.1pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,680 | $3,068-45.2% | $2,800-40.0% | $4,779-64.9% |
| Participant deferral / active EE | $5,914 | $4,050+46.0% | $3,704+59.7% | $5,609+5.4% |
| Admin fee / account holder | $3,556 | $5,895-39.7% | $5,104-30.3% | $10,828-67.2% |