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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 | $138,303 | $166,242-16.8% | $165,071-16.2% | $145,884-5.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.68% | 100.44%-82.8pp | 70.17%-52.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $30,663 | $5,283+480.4% | $4,347+605.3% | $4,662+557.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,873 | $16,658-22.7% | $12,695+1.4% | $13,392-3.9% |