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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 | $150,577 | $133,981+12.4% | $112,249+34.1% | $134,532+11.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.13% | 47.16%-64.3pp | 27.48%-44.6pp | 418.27%-435.4pp |
| Employer contribution / active EE | $34,787 | $4,040+761.1% | $3,636+856.7% | $4,741+633.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,670 | $7,492+95.8% | $6,412+128.8% | $11,429+28.4% |