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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 | $20,701 | $84,685-75.6% | $73,836-72.0% | $125,389-83.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.18% | 3123.80%-3121.6pp | 2268.06%-2265.9pp | 282.24%-280.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,814 | $3,993-4.5% | $3,583+6.4% | $5,352-28.7% |
| Admin fee / account holder | $2,554 | $5,694-55.1% | $4,882-47.7% | $9,541-73.2% |