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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 | $27,567 | $84,684-67.4% | $73,835-62.7% | $125,388-78.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.31% | 3123.93%-3124.2pp | 2268.13%-2268.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,431 | $3,123-22.2% | $2,788-12.8% | $4,866-50.1% |
| Participant deferral / active EE | $3,590 | $3,993-10.1% | $3,583+0.2% | $5,352-32.9% |
| Admin fee / account holder | $7,739 | $5,691+36.0% | $4,880+58.6% | $9,541-18.9% |