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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 | $58,307 | $90,607-35.6% | $79,467-26.6% | $135,380-56.9% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 82.6%+12.1pp |
| Annual return | -6.12% | 977.74%-983.9pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,069 | $4,050+99.2% | $3,704+117.9% | $5,609+43.9% |
| Admin fee / account holder | $1,789 | $5,895-69.7% | $5,104-65.0% | $10,828-83.5% |