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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 | $42,101 | $138,078-69.5% | $125,363-66.4% | $134,509-68.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.12% | 750.49%-768.6pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $14,667 | $5,245+179.7% | $4,815+204.6% | $4,741+209.4% |
| Participant deferral / active EE | $4,875 | $7,800-37.5% | $7,447-34.5% | $6,400-23.8% |
| Admin fee / account holder | $528 | $11,566-95.4% | $10,005-94.7% | $11,427-95.4% |