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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 | $128,905 | $138,076-6.6% | $123,553+4.3% | $135,380-4.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.02% | 153.70%-155.7pp | 119.21%-121.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $4,892 | $5,152-5.0% | $4,628+5.7% | $4,779+2.4% |
| Participant deferral / active EE | $7,014 | $6,800+3.2% | $6,426+9.1% | $5,609+25.0% |
| Admin fee / account holder | $65,849 | $10,917+503.2% | $9,284+609.2% | $10,828+508.1% |