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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 | $74,376 | $84,684-12.2% | $73,835+0.7% | $125,388-40.7% |
| Participation rate | 86.7% | 76.8%+9.9pp | 73.4%+13.2pp | 83.2%+3.5pp |
| Annual return | 0.03% | 3123.93%-3123.9pp | 2268.13%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,669 | $3,123-14.6% | $2,788-4.3% | $4,866-45.2% |
| Participant deferral / active EE | $11,881 | $3,993+197.6% | $3,583+231.6% | $5,352+122.0% |
| Admin fee / account holder | $1,751 | $5,691-69.2% | $4,880-64.1% | $9,541-81.6% |