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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 | $224,739 | $133,981+67.7% | $112,249+100.2% | $134,532+67.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.69% | 47.16%-56.8pp | 27.48%-37.2pp | 418.27%-428.0pp |
| Employer contribution / active EE | $12,698 | $4,040+214.3% | $3,636+249.2% | $4,741+167.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,702 | $7,492+136.3% | $6,412+176.1% | $11,429+54.9% |