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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 | $23,806 | $68,097-65.0% | $62,929-62.2% | $137,256-82.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 1859.11%-1859.1pp | 1063.93%-1063.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,336 | $2,811+18.7% | $2,505+33.2% | $4,156-19.7% |
| Participant deferral / active EE | $3,272 | $4,553-28.1% | $3,888-15.9% | $6,407-48.9% |
| Admin fee / account holder | $1,192 | $6,521-81.7% | $5,065-76.5% | $12,270-90.3% |