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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 | $101,165 | $78,423+29.0% | $95,964+5.4% | $79,856+26.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 83.37% | 19.37%+64.0pp | 91.64%-8.3pp | 31.71%+51.7pp |
| Employer contribution / active EE | $3,598 | $1,945+85.0% | $2,541+41.6% | $2,471+45.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,986 | $5,622-64.7% | $6,797-70.8% | $5,306-62.6% |