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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 | $95,409 | $148,623-35.8% | $135,974-29.8% | $139,466-31.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 45.23% | 79.30%-34.1pp | 68.30%-23.1pp | 373.66%-328.4pp |
| Employer contribution / active EE | $30,740 | $5,246+485.9% | $4,859+532.7% | $4,754+546.6% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,794 | $12,406-45.2% | $10,767-36.9% | $11,409-40.4% |