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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 | $19,194 | $90,320-78.7% | $59,496-67.7% | $125,389-84.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.99% | 369.13%-372.1pp | 182.05%-185.0pp | 282.24%-285.2pp |
| Employer contribution / active EE | $625 | $1,792-65.1% | $1,153-45.8% | $4,866-87.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,282 | $3,063-25.5% | $2,232+2.2% | $9,541-76.1% |