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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 | $41,212 | $67,602-39.0% | $82,312-49.9% | $70,126-41.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 112.91% | 21.57%+91.3pp | 25.88%+87.0pp | 73.15%+39.8pp |
| Employer contribution / active EE | $8,844 | $1,755+403.9% | $2,428+264.2% | $2,343+277.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,477 | $4,512-45.1% | $5,608-55.8% | $4,645-46.7% |