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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 | $137,927 | $88,603+55.7% | $69,890+97.3% | $134,545+2.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.92% | 442.93%-460.8pp | 190.84%-208.8pp | 418.37%-436.3pp |
| Employer contribution / active EE | $21,065 | $3,236+551.0% | $2,560+722.8% | $4,742+344.3% |
| Participant deferral / active EE | $15,130 | $4,771+217.1% | $3,848+293.1% | $6,401+136.4% |
| Admin fee / account holder | $1,800 | $10,443-82.8% | $6,267-71.3% | $11,431-84.3% |