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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 | $39,988 | $84,685-52.8% | $73,836-45.8% | $125,389-68.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.33% | 3123.80%-3124.1pp | 2268.06%-2268.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $899 | $3,123-71.2% | $2,787-67.7% | $4,866-81.5% |
| Participant deferral / active EE | $1,996 | $3,993-50.0% | $3,583-44.3% | $5,352-62.7% |
| Admin fee / account holder | $861 | $5,694-84.9% | $4,882-82.4% | $9,541-91.0% |