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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 | $181,039 | $152,597+18.6% | $117,533+54.0% | $134,532+34.6% |
| Participation rate | 90.0% | 77.1%+12.9pp | 70.6%+19.4pp | 81.2%+8.8pp |
| Annual return | -11.23% | 53.04%-64.3pp | 29.77%-41.0pp | 418.27%-429.5pp |
| Employer contribution / active EE | $15,045 | $5,576+169.8% | $4,179+260.0% | $4,741+217.3% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,475 | $7,007-21.9% | $5,647-3.0% | $11,429-52.1% |