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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 | $50,403 | $82,630-39.0% | $64,105-21.4% | $125,389-59.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.08% | 1489.72%-1489.6pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,428 | $2,671+28.3% | $1,820+88.4% | $4,866-29.5% |
| Participant deferral / active EE | $8,650 | $3,608+139.7% | $2,822+206.6% | $5,352+61.6% |
| Admin fee / account holder | $1,708 | $6,382-73.2% | $4,499-62.0% | $9,541-82.1% |