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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 | $8,614 | $84,551-89.8% | $61,452-86.0% | $134,532-93.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.55% | 585.39%-598.9pp | 338.96%-352.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $833 | $1,545-46.1% | $1,160-28.1% | $4,741-82.4% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,884 | $2,587-27.2% | $2,131-11.6% | $11,429-83.5% |