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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 | $143,676 | $103,000+39.5% | $90,300+59.1% | $152,885-6.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.71% | 95.19%-78.5pp | 78.11%-61.4pp | 345.39%-328.7pp |
| Employer contribution / active EE | $9,474 | $3,138+201.9% | $2,854+231.9% | $4,763+98.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $59,732 | $6,173+867.5% | $5,353+1015.9% | $11,598+415.0% |