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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 | $220,595 | $91,537+141.0% | $130,045+69.6% | $75,173+193.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 106.74% | -631.55%+738.3pp | -137.30%+244.0pp | 160.72%-54.0pp |
| Employer contribution / active EE | $12,595 | $2,845+342.8% | $4,321+191.5% | $2,671+371.6% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,900 | $6,780-27.7% | $10,600-53.8% | $5,651-13.3% |