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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 | $37,406 | $49,199-24.0% | $121,210-69.1% | $75,177-50.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 13.99% | 56.04%-42.1pp | 987.41%-973.4pp | 160.75%-146.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,552 | $2,630-2.9% | $4,084-37.5% | $4,126-38.1% |
| Admin fee / account holder | $1,171 | $3,946-70.3% | $5,647-79.3% | $5,651-79.3% |