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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 | $109,516 | $91,559+19.6% | $133,978-18.3% | $79,856+37.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 92.90% | 61.85%+31.0pp | 45.10%+47.8pp | 31.71%+61.2pp |
| Employer contribution / active EE | $8,452 | $2,384+254.6% | $3,919+115.7% | $2,471+242.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,476 | $6,321-60.8% | $8,930-72.3% | $5,306-53.3% |