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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 | $55,015 | $92,684-40.6% | $82,706-33.5% | $134,509-59.1% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -17.20% | 945.84%-963.0pp | 701.76%-719.0pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,838 | $3,272-43.8% | $3,007-38.9% | $4,741-61.2% |
| Participant deferral / active EE | $2,475 | $4,800-48.4% | $4,394-43.7% | $6,400-61.3% |
| Admin fee / account holder | $1,358 | $5,982-77.3% | $5,329-74.5% | $11,427-88.1% |