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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 | $44,681 | $82,630-45.9% | $64,105-30.3% | $125,388-64.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.91% | 1489.72%-1491.6pp | 791.24%-793.2pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $21,167 | $3,608+486.6% | $2,822+650.2% | $5,352+295.5% |
| Admin fee / account holder | $919 | $6,382-85.6% | $4,499-79.6% | $9,541-90.4% |