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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 | $59,352 | $92,743-36.0% | $82,744-28.3% | $134,532-55.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2.66% | 946.63%-944.0pp | 702.22%-699.6pp | 418.27%-415.6pp |
| Employer contribution / active EE | $500 | $3,273-84.7% | $3,008-83.4% | $4,741-89.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $466 | $5,977-92.2% | $5,325-91.2% | $11,429-95.9% |