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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 | $91,554 | $190,916-52.0% | $160,037-42.8% | $134,545-32.0% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.0%-1.1pp | 81.2%-4.3pp |
| Annual return | -16.69% | 552.79%-569.5pp | 408.95%-425.6pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,400 | $6,925-7.6% | $6,184+3.5% | $6,4010% |
| Admin fee / account holder | $1,058 | $10,497-89.9% | $8,716-87.9% | $11,431-90.7% |