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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 | $182,891 | $95,975+90.6% | $74,549+145.3% | $135,379+35.1% |
| Participation rate | 95.7% | 75.7%+20.0pp | 69.1%+26.5pp | 82.6%+13.0pp |
| Annual return | -6.13% | 56.96%-63.1pp | 32.53%-38.7pp | 519.79%-525.9pp |
| Employer contribution / active EE | $17,391 | $2,716+540.3% | $1,961+786.9% | $4,779+263.9% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,658 | $6,522-59.2% | $5,059-47.5% | $10,828-75.5% |