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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 | $36,478 | $102,595-64.4% | $94,057-61.2% | $154,746-76.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $19,786 | $3,147+528.7% | $2,933+574.6% | $4,379+351.8% |
| Participant deferral / active EE | $15,160 | $5,118+196.2% | $4,709+221.9% | $6,730+125.3% |
| Admin fee / account holder | $1,429 | $7,736-81.5% | $7,244-80.3% | $14,365-90.1% |