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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 | $185,983 | $48,274+285.3% | $63,244+194.1% | $59,633+211.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -0.54% | -240.79%+240.2pp | -70.31%+69.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $5,021 | $1,586+216.5% | $2,322+116.2% | $2,203+128.0% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,181 | $3,600+16.1% | $5,893-29.1% | $4,297-2.7% |