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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 | $80,456 | $175,036-54.0% | $62,929+27.9% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 73.1%-73.1pp | - |
| Annual return | 14.78% | 15.04%-0.3pp | 1063.93%-1049.1pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,505-100.0% | - |
| Participant deferral / active EE | $0 | $3,720-100.0% | $3,888-100.0% | - |
| Admin fee / account holder | $2,423 | $23,923-89.9% | $5,065-52.2% | - |