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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 | $27,644 | $84,697-67.4% | $73,845-62.6% | $125,393-78.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.81% | 3123.66%-3121.9pp | 2267.91%-2266.1pp | 282.23%-280.4pp |
| Employer contribution / active EE | $4,056 | $3,123+29.8% | $2,788+45.5% | $4,866-16.7% |
| Participant deferral / active EE | $5,009 | $3,993+25.4% | $3,583+39.8% | $5,351-6.4% |
| Admin fee / account holder | $603 | $5,692-89.4% | $4,881-87.6% | $9,541-93.7% |