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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 | $248,491 | $91,536+171.5% | $130,062+91.1% | $75,177+230.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.07% | -631.62%+645.7pp | -137.37%+151.4pp | 160.75%-146.7pp |
| Employer contribution / active EE | $10,526 | $2,845+270.0% | $4,322+143.5% | $2,671+294.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,035 | $6,780-70.0% | $10,601-80.8% | $5,651-64.0% |