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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 | $60,326 | $166,242-63.7% | $165,071-63.5% | $145,884-58.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.66% | 100.44%-90.8pp | 70.17%-60.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $15,513 | $5,283+193.6% | $4,347+256.8% | $4,662+232.7% |
| Participant deferral / active EE | $7,400 | $6,964+6.3% | $6,035+22.6% | $6,690+10.6% |
| Admin fee / account holder | $2,001 | $16,658-88.0% | $12,695-84.2% | $13,392-85.1% |