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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 | $13,547 | $49,199-72.5% | $121,210-88.8% | $75,177-82.0% |
| Participation rate | 78.0% | 55.4%+22.6pp | 69.5%+8.5pp | 67.2%+10.8pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.41%-987.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,613 | $2,630-0.7% | $4,084-36.0% | $4,126-36.7% |
| Admin fee / account holder | $341 | $3,946-91.4% | $5,647-94.0% | $5,651-94.0% |