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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 | $36,833 | $180,459-79.6% | $154,108-76.1% | $135,380-72.8% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -2.16% | 888.21%-890.4pp | 735.21%-737.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,795 | $5,806-0.2% | $5,081+14.1% | $5,609+3.3% |
| Admin fee / account holder | $1,184 | $16,145-92.7% | $13,411-91.2% | $10,828-89.1% |