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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 | $21,834 | $107,941-79.8% | $91,994-76.3% | $152,909-85.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 56.16% | 89.28%-33.1pp | 69.04%-12.9pp | 345.46%-289.3pp |
| Employer contribution / active EE | $2,471 | $4,212-41.3% | $3,453-28.4% | $4,764-48.1% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $315 | $10,521-97.0% | $7,744-95.9% | $11,601-97.3% |