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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 | $178,998 | $84,551+111.7% | $61,452+191.3% | $134,532+33.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.40% | 585.39%-603.8pp | 338.96%-357.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,934 | $2,818+181.5% | $2,125+273.4% | $6,401+24.0% |
| Admin fee / account holder | $21,476 | $2,587+730.0% | $2,131+907.8% | $11,429+87.9% |