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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 | $111,079 | $75,832+46.5% | $147,617-24.8% | $59,633+86.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.16% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $7,563 | $3,485+117.0% | $5,564+35.9% | $2,203+243.4% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,964 | $5,986-67.2% | $11,612-83.1% | $4,297-54.3% |