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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 | $42,911 | $201,370-78.7% | $184,256-76.7% | $145,897-70.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 115.82% | 29.05%+86.8pp | 28.85%+87.0pp | 552.29%-436.5pp |
| Employer contribution / active EE | $3,712 | $7,024-47.1% | $6,427-42.2% | $4,663-20.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $668 | $16,364-95.9% | $13,899-95.2% | $13,390-95.0% |