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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 | $132,389 | $95,979+37.9% | $74,551+77.6% | $135,380-2.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.08% | 56.97%-64.1pp | 32.53%-39.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $6,410 | $2,716+136.0% | $1,961+226.9% | $4,779+34.1% |
| Participant deferral / active EE | $885 | $3,844-77.0% | $3,108-71.5% | $5,609-84.2% |
| Admin fee / account holder | $10,795 | $6,522+65.5% | $5,059+113.4% | $10,828-0.3% |