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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 | $138,109 | $138,1020% | $125,381+10.2% | $134,532+2.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.01% | 750.73%-756.7pp | 572.31%-578.3pp | 418.27%-424.3pp |
| Employer contribution / active EE | $1,304 | $5,245-75.1% | $4,815-72.9% | $4,741-72.5% |
| Participant deferral / active EE | $5,773 | $7,801-26.0% | $7,448-22.5% | $6,401-9.8% |
| Admin fee / account holder | $2,019 | $11,568-82.6% | $10,007-79.8% | $11,429-82.3% |