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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 | $196,429 | $95,979+104.7% | $74,551+163.5% | $135,380+45.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.84% | 56.97%-61.8pp | 32.53%-37.4pp | 519.81%-524.6pp |
| Employer contribution / active EE | $9,000 | $2,716+231.3% | $1,961+358.9% | $4,779+88.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,397 | $6,522+105.4% | $5,059+164.8% | $10,828+23.7% |