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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 | $34,806 | $104,694-66.8% | $85,709-59.4% | $167,536-79.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 99.98% | 21.45%+78.5pp | 21.49%+78.5pp | 478.82%-378.8pp |
| Employer contribution / active EE | $942 | $3,337-71.8% | $2,619-64.0% | $4,839-80.5% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $602 | $10,035-94.0% | $6,876-91.3% | $12,315-95.1% |