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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 | $94,763 | $44,850+111.3% | $60,547+56.5% | $59,633+58.9% |
| Participation rate | 78.6% | 59.5%+19.1pp | 68.0%+10.6pp | 68.7%+9.9pp |
| Annual return | -0.87% | 1074.14%-1075.0pp | 335.64%-336.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,678 | $2,230+199.5% | $3,328+100.7% | $3,192+109.2% |
| Admin fee / account holder | $10,962 | $3,635+201.5% | $4,536+141.6% | $4,297+155.1% |