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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 | $113,886 | $138,102-17.5% | $125,381-9.2% | $134,532-15.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.05% | 750.73%-752.8pp | 572.31%-574.4pp | 418.27%-420.3pp |
| Employer contribution / active EE | $2,905 | $5,245-44.6% | $4,815-39.7% | $4,741-38.7% |
| Participant deferral / active EE | $11,483 | $7,801+47.2% | $7,448+54.2% | $6,401+79.4% |
| Admin fee / account holder | $5,893 | $11,568-49.1% | $10,007-41.1% | $11,429-48.4% |