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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 | $58,895 | $138,102-57.4% | $125,381-53.0% | $134,532-56.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.45% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,145 | $5,245-78.2% | $4,815-76.2% | $4,741-75.9% |
| Participant deferral / active EE | $4,510 | $7,801-42.2% | $7,448-39.4% | $6,401-29.5% |
| Admin fee / account holder | $2,874 | $11,568-75.2% | $10,007-71.3% | $11,429-74.9% |