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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 | $192,361 | $134,001+43.6% | $112,258+71.4% | $134,509+43.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.04% | 47.15%-61.2pp | 27.47%-41.5pp | 418.13%-432.2pp |
| Employer contribution / active EE | $10,023 | $4,039+148.1% | $3,636+175.7% | $4,741+111.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $33,954 | $7,491+353.3% | $6,411+429.6% | $11,427+197.1% |