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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 | $74,869 | $53,546+39.8% | $69,884+7.1% | $68,486+9.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.54% | -13.87%-0.7pp | 190.81%-205.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $12,000 | $2,019+494.4% | $2,560+368.7% | $2,597+362.1% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,891 | $4,693-17.1% | $6,266-37.9% | $5,404-28.0% |