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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 | $247,497 | $82,674+199.4% | $125,363+97.4% | $68,495+261.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.41% | -5.97%+0.6pp | 572.15%-577.6pp | -7.84%+2.4pp |
| Employer contribution / active EE | $11,254 | $3,382+232.8% | $4,815+133.7% | $2,596+333.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $61,436 | $6,276+878.8% | $10,005+514.0% | $5,403+1037.0% |