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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 | $218,071 | $138,076+57.9% | $123,553+76.5% | $135,380+61.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.60% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,219 | $5,152-56.9% | $4,628-52.1% | $4,779-53.6% |
| Participant deferral / active EE | $13,898 | $6,800+104.4% | $6,426+116.3% | $5,609+147.8% |
| Admin fee / account holder | $106,887 | $10,917+879.1% | $9,284+1051.2% | $10,828+887.1% |