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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 | $74,827 | $93,124-19.6% | $77,100-2.9% | $134,545-44.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.32% | 62.68%-71.0pp | 42.35%-50.7pp | 418.37%-426.7pp |
| Employer contribution / active EE | $18,492 | $3,421+440.5% | $2,815+556.9% | $4,742+290.0% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,846 | $6,970-44.8% | $5,443-29.3% | $11,431-66.4% |