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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 | $241,564 | $138,076+75.0% | $123,553+95.5% | $135,380+78.4% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -4.19% | 153.70%-157.9pp | 119.21%-123.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,837 | $5,152-64.3% | $4,628-60.3% | $4,779-61.6% |
| Participant deferral / active EE | $6,333 | $6,800-6.9% | $6,426-1.4% | $5,609+12.9% |
| Admin fee / account holder | $2,360 | $10,917-78.4% | $9,284-74.6% | $10,828-78.2% |