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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 | $51,453 | $67,372-23.6% | $60,906-15.5% | $134,532-61.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.49% | 50.05%-67.5pp | 16.94%-34.4pp | 418.27%-435.8pp |
| Employer contribution / active EE | $7,390 | $3,099+138.4% | $2,703+173.4% | $4,741+55.9% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $380 | $4,588-91.7% | $3,227-88.2% | $11,429-96.7% |