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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 | $145,362 | $39,798+265.2% | $67,704+114.7% | $59,633+143.8% |
| Participation rate | 96.4% | 57.4%+39.1pp | 67.5%+28.9pp | 68.7%+27.8pp |
| Annual return | -0.98% | 89.94%-90.9pp | 25.41%-26.4pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,545 | $1,393+154.5% | $2,559+38.5% | $2,203+60.9% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,603 | $3,212+323.5% | $4,255+219.7% | $4,297+216.6% |