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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 | $63,603 | $138,076-53.9% | $123,553-48.5% | $135,380-53.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.12% | 153.70%-153.6pp | 119.21%-119.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $2,513 | $5,152-51.2% | $4,628-45.7% | $4,779-47.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,933 | $10,917-82.3% | $9,284-79.2% | $10,828-82.1% |