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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 | $81,493 | $138,102-41.0% | $125,381-35.0% | $134,532-39.4% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -14.43% | 750.73%-765.2pp | 572.31%-586.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,375 | $7,801-43.9% | $7,448-41.3% | $6,401-31.6% |
| Admin fee / account holder | $580 | $11,568-95.0% | $10,007-94.2% | $11,429-94.9% |