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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 | $2,664 | $29,319-90.9% | $52,425-94.9% | $82,448-96.8% |
| Participation rate | 81.5% | 46.9%+34.6pp | 55.6%+25.9pp | 68.1%+13.4pp |
| Annual return | 23.11% | 535.20%-512.1pp | 302.12%-279.0pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,139 | $1,171-2.8% | $1,790-36.4% | $4,139-72.5% |
| Admin fee / account holder | $375 | $1,962-80.9% | $2,495-85.0% | $7,234-94.8% |