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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 | $151,519 | $88,603+71.0% | $69,890+116.8% | $134,545+12.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -8.63% | 442.93%-451.6pp | 190.84%-199.5pp | 418.37%-427.0pp |
| Employer contribution / active EE | $21,875 | $3,236+576.0% | $2,560+754.4% | $4,742+361.3% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,162 | $10,443-69.7% | $6,267-49.6% | $11,431-72.3% |