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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 | $92,269 | $160,059-42.4% | $140,019-34.1% | $135,380-31.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -4.44% | 911.48%-915.9pp | 651.17%-655.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,600 | $7,641+12.6% | $6,927+24.2% | $5,609+53.3% |
| Admin fee / account holder | $50,744 | $13,328+280.7% | $10,705+374.0% | $10,828+368.6% |