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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 | $149,568 | $138,068+8.3% | $125,358+19.3% | $134,493+11.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -7.70% | 750.30%-758.0pp | 572.03%-579.7pp | 418.01%-425.7pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,530 | $7,799-16.3% | $7,447-12.3% | $6,400+2.0% |
| Admin fee / account holder | $895 | $11,568-92.3% | $10,007-91.1% | $11,425-92.2% |