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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 | $120,820 | $138,078-12.5% | $125,363-3.6% | $134,509-10.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -19.00% | 750.49%-769.5pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,323 | $7,800-31.8% | $7,447-28.5% | $6,400-16.8% |
| Admin fee / account holder | $6,484 | $11,566-43.9% | $10,005-35.2% | $11,427-43.3% |