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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 | $150,346-33.7% | $120,524-17.3% | $145,877-31.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 154.40%-154.4pp | 107.36%-107.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,384 | $4,353-68.2% | $3,469-60.1% | $4,663-70.3% |
| Participant deferral / active EE | $3,083 | $6,172-50.0% | $4,994-38.3% | $6,691-53.9% |
| Admin fee / account holder | $762 | $12,215-93.8% | $9,440-91.9% | $13,402-94.3% |