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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 | $155,959 | $88,585+76.1% | $69,884+123.2% | $134,532+15.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.52% | 442.80%-459.3pp | 190.81%-207.3pp | 418.27%-434.8pp |
| Employer contribution / active EE | $11,868 | $3,235+266.9% | $2,560+363.6% | $4,741+150.3% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,641 | $10,441-84.3% | $6,266-73.8% | $11,429-85.6% |