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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 | $70,366-48.2% | $66,674-45.3% | $138,895-73.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $19,786 | $2,765+615.6% | $2,620+655.2% | $4,194+371.8% |
| Participant deferral / active EE | $15,160 | $4,374+246.6% | $4,084+271.2% | $6,396+137.0% |
| Admin fee / account holder | $1,429 | $5,262-72.9% | $5,098-72.0% | $12,562-88.6% |