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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 | $16,378 | $75,832-78.4% | $147,617-88.9% | $59,633-72.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.69% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $391 | $3,485-88.8% | $5,564-93.0% | $2,203-82.3% |
| Participant deferral / active EE | $1,230 | $3,131-60.7% | $4,895-74.9% | $3,192-61.5% |
| Admin fee / account holder | $2,577 | $5,986-57.0% | $11,612-77.8% | $4,297-40.0% |