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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 | $211,304 | $47,944+340.7% | $67,834+211.5% | $62,881+236.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 87.42% | 11.77%+75.7pp | 138.47%-51.1pp | 20.14%+67.3pp |
| Employer contribution / active EE | $9,908 | $1,562+534.3% | $2,403+312.3% | $2,281+334.4% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,448 | $3,712+46.8% | $4,622+17.9% | $4,296+26.8% |