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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 | $2,310 | $81,763-97.2% | $58,561-96.1% | $139,466-98.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 30.74% | 7427.77%-7397.0pp | 4251.33%-4220.6pp | 373.66%-342.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,024 | $2,555-20.8% | $1,923+5.3% | $6,712-69.8% |
| Admin fee / account holder | $1,133 | $3,273-65.4% | $2,520-55.1% | $11,409-90.1% |