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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 | $104,610 | $166,131-37.0% | $164,975-36.6% | $145,877-28.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.52% | 100.37%-80.8pp | 70.12%-50.6pp | 551.28%-531.8pp |
| Employer contribution / active EE | $9,091 | $5,276+72.3% | $4,343+109.3% | $4,663+95.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,082 | $16,648-93.5% | $12,688-91.5% | $13,402-91.9% |