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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 | $33,652 | $75,832-55.6% | $147,617-77.2% | $59,633-43.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.52% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,518 | $3,485-27.7% | $5,564-54.7% | $2,203+14.3% |
| Participant deferral / active EE | $5,121 | $3,131+63.6% | $4,895+4.6% | $3,192+60.5% |
| Admin fee / account holder | $1,802 | $5,986-69.9% | $11,612-84.5% | $4,297-58.1% |