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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 | $36,694 | $39,798-7.8% | $67,711-45.8% | $59,632-38.5% |
| Participation rate | 76.6% | 57.4%+19.2pp | 67.5%+9.0pp | 68.7%+7.9pp |
| Annual return | -0.45% | 89.94%-90.4pp | 25.41%-25.9pp | 2041.32%-2041.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,549 | $2,335-33.7% | $3,585-56.8% | $3,192-51.5% |
| Admin fee / account holder | $389 | $3,212-87.9% | $4,255-90.9% | $4,297-90.9% |