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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 | $43,677 | $84,685-48.4% | $73,836-40.8% | $125,389-65.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.51% | 3123.80%-3122.3pp | 2268.06%-2266.5pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,883 | $3,123-39.7% | $2,787-32.5% | $4,866-61.3% |
| Participant deferral / active EE | $2,866 | $3,993-28.2% | $3,583-20.0% | $5,352-46.5% |
| Admin fee / account holder | $3,664 | $5,694-35.6% | $4,882-24.9% | $9,541-61.6% |