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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 | $14,149 | $45,152-68.7% | $73,836-80.8% | $59,633-76.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.04% | 27.40%-27.4pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $6,452 | $1,901+239.3% | $2,787+131.4% | $2,203+192.9% |
| Participant deferral / active EE | $1,781 | $2,573-30.8% | $3,583-50.3% | $3,192-44.2% |
| Admin fee / account holder | $2,663 | $3,515-24.2% | $4,882-45.5% | $4,297-38.0% |