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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 | $50,698 | $45,152+12.3% | $73,836-31.3% | $59,633-15.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.27% | 27.40%-27.7pp | 2268.06%-2268.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $3,086 | $1,901+62.3% | $2,787+10.7% | $2,203+40.1% |
| Participant deferral / active EE | $2,576 | $2,573+0.1% | $3,583-28.1% | $3,192-19.3% |
| Admin fee / account holder | $876 | $3,515-75.1% | $4,882-82.1% | $4,297-79.6% |