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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 | $153,704 | $138,114+11.3% | $125,391+22.6% | $134,545+14.2% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -15.41% | 750.88%-766.3pp | 572.41%-587.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,044 | $5,246-42.0% | $4,816-36.8% | $4,742-35.8% |
| Participant deferral / active EE | $5,884 | $7,801-24.6% | $7,448-21.0% | $6,401-8.1% |
| Admin fee / account holder | $684 | $11,570-94.1% | $10,009-93.2% | $11,431-94.0% |