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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 | $195,535 | $95,975+103.7% | $74,552+162.3% | $135,382+44.4% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | 5.37% | 56.96%-51.6pp | 32.53%-27.2pp | 519.77%-514.4pp |
| Employer contribution / active EE | $13,556 | $2,716+399.1% | $1,961+591.3% | $4,779+183.7% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,176 | $6,522-36.0% | $5,060-17.5% | $10,829-61.4% |