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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 | $196,557 | $67,396+191.6% | $60,919+222.7% | $134,545+46.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.79% | 50.12%-62.9pp | 16.96%-29.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,073 | $4,534+188.3% | $3,814+242.7% | $6,401+104.2% |
| Admin fee / account holder | $7,155 | $4,590+55.9% | $3,228+121.7% | $11,431-37.4% |