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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 | $188,743 | $95,979+96.7% | $74,551+153.2% | $135,380+39.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.00% | 56.97%-63.0pp | 32.53%-38.5pp | 519.81%-525.8pp |
| Employer contribution / active EE | $10,896 | $2,716+301.1% | $1,961+455.6% | $4,779+128.0% |
| Participant deferral / active EE | $2,917 | $3,844-24.1% | $3,108-6.2% | $5,609-48.0% |
| Admin fee / account holder | $1,946 | $6,522-70.2% | $5,059-61.5% | $10,828-82.0% |