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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 | $97,539 | $201,344-51.6% | $184,243-47.1% | $145,877-33.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 135.97% | 29.01%+107.0pp | 28.82%+107.2pp | 551.28%-415.3pp |
| Employer contribution / active EE | $16,169 | $7,022+130.2% | $6,427+151.6% | $4,663+246.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $970 | $16,382-94.1% | $13,914-93.0% | $13,402-92.8% |