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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 | $31,877 | $75,832-58.0% | $147,617-78.4% | $59,633-46.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.06% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,167 | $3,485-66.5% | $5,564-79.0% | $2,203-47.0% |
| Participant deferral / active EE | $2,767 | $3,131-11.6% | $4,895-43.5% | $3,192-13.3% |
| Admin fee / account holder | $3,859 | $5,986-35.5% | $11,612-66.8% | $4,297-10.2% |