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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 | $73,965 | $82,630-10.5% | $64,105+15.4% | $125,389-41.0% |
| Participation rate | 95.2% | 75.9%+19.4pp | 68.2%+27.1pp | 83.2%+12.0pp |
| Annual return | -0.39% | 1489.72%-1490.1pp | 791.24%-791.6pp | 282.24%-282.6pp |
| Employer contribution / active EE | $6,610 | $2,671+147.5% | $1,820+263.2% | $4,866+35.8% |
| Participant deferral / active EE | $5,894 | $3,608+63.3% | $2,822+108.9% | $5,352+10.1% |
| Admin fee / account holder | $1,814 | $6,382-71.6% | $4,499-59.7% | $9,541-81.0% |