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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 | $232,919 | $154,145+51.1% | $130,014+79.1% | $139,427+67.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.61% | 32.49%-15.9pp | -137.22%+153.8pp | 373.27%-356.7pp |
| Employer contribution / active EE | $36,320 | $5,290+586.6% | $4,320+740.7% | $4,752+664.4% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,881 | $14,009-79.4% | $10,616-72.9% | $11,404-74.7% |