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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 | $76,380 | $97,732-21.8% | $83,831-8.9% | $135,380-43.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.18% | 1287.56%-1295.7pp | 850.99%-859.2pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,280 | $4,683+55.5% | $4,082+78.3% | $5,609+29.8% |
| Admin fee / account holder | $526 | $6,675-92.1% | $5,479-90.4% | $10,828-95.1% |