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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 | $247,026 | $133,998+84.4% | $112,263+120.0% | $134,545+83.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 206.87% | 47.17%+159.7pp | 27.49%+179.4pp | 418.37%-211.5pp |
| Employer contribution / active EE | $29,317 | $4,040+625.6% | $3,636+706.3% | $4,742+518.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,565 | $7,493-52.4% | $6,410-44.4% | $11,431-68.8% |