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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 | $108,823 | $124,346-12.5% | $111,308-2.2% | $167,536-35.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 68.71% | 37.45%+31.3pp | 54.67%+14.0pp | 478.82%-410.1pp |
| Employer contribution / active EE | $16,511 | $3,437+380.3% | $2,732+504.4% | $4,839+241.2% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16,605 | $10,621+56.3% | $7,965+108.5% | $12,315+34.8% |