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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 | $16,570 | $49,177-66.3% | $79,467-79.1% | $64,173-74.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.11% | -1.16%-3.0pp | 718.30%-722.4pp | 7.63%-11.7pp |
| Employer contribution / active EE | $774 | $2,076-62.7% | $2,800-72.4% | $2,381-67.5% |
| Participant deferral / active EE | $2,747 | $2,821-2.7% | $3,704-25.8% | $3,470-20.8% |
| Admin fee / account holder | $976 | $3,839-74.6% | $5,104-80.9% | $4,887-80.0% |