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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 | $113,046 | $180,455-37.4% | $154,111-26.6% | $135,377-16.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -1.91% | 888.14%-890.0pp | 735.15%-737.1pp | 519.75%-521.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,087 | $5,806+56.5% | $5,081+78.8% | $5,609+62.0% |
| Admin fee / account holder | $656 | $16,144-95.9% | $13,411-95.1% | $10,828-93.9% |