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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 | $72,036 | $88,596-18.7% | $70,098+2.8% | $134,509-46.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.38% | 442.67%-442.3pp | 190.76%-190.4pp | 418.13%-417.8pp |
| Employer contribution / active EE | $20,837 | $3,235+544.0% | $2,560+713.9% | $4,741+339.6% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,563 | $10,441-56.3% | $6,266-27.2% | $11,427-60.1% |