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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 | $52,556 | $82,630-36.4% | $64,105-18.0% | $125,389-58.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.74% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,963 | $2,671-26.5% | $1,820+7.8% | $4,866-59.7% |
| Participant deferral / active EE | $1,649 | $3,608-54.3% | $2,822-41.6% | $5,352-69.2% |
| Admin fee / account holder | $2,795 | $6,382-56.2% | $4,499-37.9% | $9,541-70.7% |