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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 | $24,276 | $75,832-68.0% | $147,617-83.6% | $59,633-59.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.58% | 0.37%-0.9pp | 61.98%-62.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,998 | $3,485-14.0% | $5,564-46.1% | $2,203+36.1% |
| Participant deferral / active EE | $2,121 | $3,131-32.2% | $4,895-56.7% | $3,192-33.5% |
| Admin fee / account holder | $1,782 | $5,986-70.2% | $11,612-84.7% | $4,297-58.5% |