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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 | $107,082 | $138,072-22.4% | $123,549-13.3% | $135,382-20.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.78% | 153.69%-159.5pp | 119.20%-125.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $2,501 | $5,152-51.4% | $4,628-45.9% | $4,779-47.7% |
| Participant deferral / active EE | $7,778 | $6,799+14.4% | $6,426+21.0% | $5,609+38.7% |
| Admin fee / account holder | $8,652 | $10,917-20.7% | $9,284-6.8% | $10,829-20.1% |