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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 | $31,420 | $135,639-76.8% | $110,241-71.5% | $135,382-76.8% |
| Participation rate | 70.6% | 83.5%-12.9pp | 79.8%-9.2pp | 82.6%-12.1pp |
| Annual return | -0.55% | 513.21%-513.8pp | 314.75%-315.3pp | 519.77%-520.3pp |
| Employer contribution / active EE | $1,036 | $4,907-78.9% | $3,827-72.9% | $4,779-78.3% |
| Participant deferral / active EE | $2,304 | $5,507-58.2% | $4,672-50.7% | $5,609-58.9% |
| Admin fee / account holder | $63,779 | $11,457+456.7% | $8,548+646.2% | $10,829+489.0% |