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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 | $99,727 | $150,435-33.7% | $120,580-17.3% | $145,897-31.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 154.60%-154.6pp | 107.48%-107.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,384 | $4,352-68.2% | $3,469-60.1% | $4,663-70.3% |
| Participant deferral / active EE | $3,083 | $6,174-50.1% | $4,995-38.3% | $6,689-53.9% |
| Admin fee / account holder | $762 | $12,182-93.7% | $9,418-91.9% | $13,390-94.3% |