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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 | $20,140 | $82,630-75.6% | $64,105-68.6% | $125,393-83.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 68.2%+3.3pp | 83.2%-11.8pp |
| Annual return | -0.61% | 1489.72%-1490.3pp | 791.24%-791.9pp | 282.23%-282.8pp |
| Employer contribution / active EE | $846 | $2,671-68.3% | $1,820-53.5% | $4,866-82.6% |
| Participant deferral / active EE | $1,346 | $3,608-62.7% | $2,822-52.3% | $5,351-74.8% |
| Admin fee / account holder | $571 | $6,382-91.0% | $4,499-87.3% | $9,541-94.0% |