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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 | $40,367 | $159,978-74.8% | $147,041-72.5% | $145,978-72.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $3,160 | $5,288-40.2% | $4,935-36.0% | $4,662-32.2% |
| Participant deferral / active EE | $4,762 | $8,429-43.5% | $8,071-41.0% | $6,690-28.8% |
| Admin fee / account holder | $6,277 | $15,053-58.3% | $13,006-51.7% | $13,400-53.2% |