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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 | $105,489 | $138,102-23.6% | $125,381-15.9% | $134,532-21.6% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -19.30% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $4,717 | $5,245-10.1% | $4,815-2.0% | $4,741-0.5% |
| Participant deferral / active EE | $8,846 | $7,801+13.4% | $7,448+18.8% | $6,401+38.2% |
| Admin fee / account holder | $7,118 | $11,568-38.5% | $10,007-28.9% | $11,429-37.7% |