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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 | $54,241 | $138,102-60.7% | $125,381-56.7% | $134,532-59.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.95% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $2,859 | $5,245-45.5% | $4,815-40.6% | $4,741-39.7% |
| Participant deferral / active EE | $8,636 | $7,801+10.7% | $7,448+16.0% | $6,401+34.9% |
| Admin fee / account holder | $572 | $11,568-95.1% | $10,007-94.3% | $11,429-95.0% |