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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 | $20,797 | $82,630-74.8% | $64,105-67.6% | $125,389-83.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.31% | 1489.72%-1489.4pp | 791.24%-790.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $948 | $2,671-64.5% | $1,820-47.9% | $4,866-80.5% |
| Participant deferral / active EE | $2,588 | $3,608-28.3% | $2,822-8.3% | $5,352-51.6% |
| Admin fee / account holder | $742 | $6,382-88.4% | $4,499-83.5% | $9,541-92.2% |