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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 | $36,986 | $109,967-66.4% | $97,197-61.9% | $145,877-74.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.62% | 244.27%-233.6pp | 75.47%-64.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $11,843 | $3,077+284.9% | $2,723+335.0% | $4,663+154.0% |
| Participant deferral / active EE | $4,891 | $4,676+4.6% | $4,263+14.7% | $6,691-26.9% |
| Admin fee / account holder | $1,624 | $6,199-73.8% | $5,637-71.2% | $13,402-87.9% |