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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 | $62,075 | $138,102-55.1% | $125,381-50.5% | $134,532-53.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.59% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,791 | $5,245-65.9% | $4,815-62.8% | $4,741-62.2% |
| Participant deferral / active EE | $3,623 | $7,801-53.5% | $7,448-51.3% | $6,401-43.4% |
| Admin fee / account holder | $848 | $11,568-92.7% | $10,007-91.5% | $11,429-92.6% |