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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 | $99,240 | $106,551-6.9% | $91,225+8.8% | $134,532-26.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.18% | 160.78%-178.0pp | 114.12%-131.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $10,064 | $3,331+202.1% | $2,851+253.0% | $4,741+112.3% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,004 | $6,234-83.9% | $5,422-81.5% | $11,429-91.2% |