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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 | $84,816 | $78,672+7.8% | $109,163-22.3% | $85,856-1.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 143.00% | 25.09%+117.9pp | 25.75%+117.2pp | 318.58%-175.6pp |
| Employer contribution / active EE | $16,827 | $2,734+515.5% | $3,723+352.0% | $2,565+556.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,919 | $5,470-46.6% | $6,754-56.8% | $6,261-53.4% |