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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 | $241,860 | $90,320+167.8% | $59,496+306.5% | $125,389+92.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.56% | 369.13%-371.7pp | 182.05%-184.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,268 | $2,716+241.2% | $1,829+406.6% | $5,352+73.2% |
| Admin fee / account holder | $2,220 | $3,063-27.5% | $2,232-0.6% | $9,541-76.7% |