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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 | $100,217 | $180,459-44.5% | $154,108-35.0% | $135,380-26.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.06% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $4,040 | $6,035-33.1% | $5,298-23.7% | $4,779-15.5% |
| Participant deferral / active EE | $6,327 | $5,806+9.0% | $5,081+24.5% | $5,609+12.8% |
| Admin fee / account holder | $890 | $16,145-94.5% | $13,411-93.4% | $10,828-91.8% |