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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 | $89,059 | $97,729-8.9% | $83,830+6.2% | $135,379-34.2% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -2.12% | 1287.52%-1289.6pp | 850.97%-853.1pp | 519.79%-521.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,457 | $4,683-26.2% | $4,082-15.3% | $5,609-38.4% |
| Admin fee / account holder | $1,988 | $6,674-70.2% | $5,479-63.7% | $10,828-81.6% |